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Dougherty Wealth Advisers’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Dougherty Wealth Advisers’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
Q1 		– Sell
-1
Closed – – 210
2018
Q4 		$0 Buy
+1
New +$34 ﹤0.01% 223

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Dougherty Wealth Advisers's DON Position: Q1 2019 in Review

Dougherty Wealth Advisers sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2019, closing a stake of 1 share.

Dougherty Wealth Advisers first reported a position in DON in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 306 funds tracked by Wall St. Rank hold DON as of Q1 2019.

  • Dougherty Wealth Advisers reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 1 WisdomTree US MidCap Dividend Fund share in Q1 2019.
  • Dougherty Wealth Advisers first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2018 and held it in 1 quarter.
  • Dougherty Wealth Advisers's WisdomTree US MidCap Dividend Fund position peaked at $0 in Q4 2018.
  • 306 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2019, filed 9 May 2019.