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Dowling & Yahnke’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Dowling & Yahnke’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
Q1 		– Sell
-297
Closed -$11K – 305
2019
Q4 		$11K Buy
+297
New +$11K ﹤0.01% 341

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
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 $2.25B AUM 23.36% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Dowling & Yahnke's DON Position: Q1 2020 in Review

Dowling & Yahnke sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2020, closing a stake of 297 shares — an estimated $11K sold.

Dowling & Yahnke first reported a position in DON in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 306 funds tracked by Wall St. Rank hold DON as of Q1 2020.

  • Dowling & Yahnke reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 297 WisdomTree US MidCap Dividend Fund shares in Q1 2020, an estimated $11K.
  • Dowling & Yahnke first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's WisdomTree US MidCap Dividend Fund position peaked at $11K in Q4 2019.
  • 306 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.