Coyle Financial Counsel’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Coyle Financial Counsel’s Portfolio DON Stock Details DON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-242	Closed	-$9K	–	107
2018 Q2	$9K	Buy	+242	New	+$8.49K	0.01%	113
2017 Q2	–	Sell	-103,566	Closed	-$3.37M	–	42
2017 Q1	$3.37M	Buy	103,566 +17,973	+21%	+$580K	4.39%	6
2016 Q4	$2.69M	Buy	85,593 +27,423	+47%	+$837K	5.81%	7
2016 Q3	$1.73M	Buy	58,170 +22,593	+64%	+$686K	2.5%	15
2016 Q2	$1.06M	Buy	+35,577	New	+$1.03M	1.53%	21

Other funds holding DON

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Coyle Financial Counsel's DON Position: Q3 2018 in Review

Coyle Financial Counsel sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2018, closing a stake of 242 shares — an estimated $9K sold.

Coyle Financial Counsel first reported a position in DON in Q2 2016 and held it in 5 quarters. The position peaked at $3.37M in Q1 2017. 270 funds tracked by Wall St. Rank hold DON as of Q3 2018.

Coyle Financial Counsel reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
Coyle Financial Counsel sold 242 WisdomTree US MidCap Dividend Fund shares in Q3 2018, an estimated $9K.
Coyle Financial Counsel first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2016 and held it in 5 quarters.
Coyle Financial Counsel's WisdomTree US MidCap Dividend Fund position peaked at $3.37M in Q1 2017.
270 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.