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CXI Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

CXI Advisors’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
2019
Q4 		$27K Buy
+711
New +$26.3K 0.06% 38

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFA
Johanson Financial Advisors Campbell, California $326M AUM 23.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CXI Advisors's DON Position: Q4 2019 in Review

CXI Advisors opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q4 2019: 711 shares worth $27K. The stake represents 0.06% of the portfolio and ranks #38 among its holdings.

351 funds tracked by Wall St. Rank hold DON as of Q4 2019.

  • CXI Advisors held 711 shares of WisdomTree US MidCap Dividend Fund worth $27K as of Q4 2019.
  • WisdomTree US MidCap Dividend Fund was a new CXI Advisors position in Q4 2019.
  • WisdomTree US MidCap Dividend Fund made up 0.06% of CXI Advisors's portfolio in Q4 2019, its #38 holding.
  • 351 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.