CFO
DON icon

CVA Family Office’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

CVA Family Office’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
2020
Q2 		– Sell
-1,230
Closed -$30K – 324
2020
Q1 		$30K Buy
+1,230
New +$41.4K 0.03% 172

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CVA Family Office's DON Position: Q2 2020 in Review

CVA Family Office sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2020, closing a stake of 1,230 shares — an estimated $30K sold.

CVA Family Office first reported a position in DON in Q1 2020 and held it in 1 quarter. The position peaked at $30K in Q1 2020. 285 funds tracked by Wall St. Rank hold DON as of Q2 2020.

  • CVA Family Office reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • CVA Family Office sold 1,230 WisdomTree US MidCap Dividend Fund shares in Q2 2020, an estimated $30K.
  • CVA Family Office first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2020 and held it in 1 quarter.
  • CVA Family Office's WisdomTree US MidCap Dividend Fund position peaked at $30K in Q1 2020.
  • 285 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2020.

Based on CVA Family Office's 13F filing for Q2 2020, filed 31 Jul 2020.