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

Efficient Market 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
2016
Q1 		– Sell
-300
Closed -$8K – 65
2015
Q4 		$8K Buy
+300
New +$8.16K ﹤0.01% 142

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Efficient Market Advisors's DON Position: Q1 2016 in Review

Efficient Market Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2016, closing a stake of 300 shares — an estimated $8K sold.

Efficient Market Advisors first reported a position in DON in Q4 2015 and held it in 1 quarter. The position peaked at $8K in Q4 2015. 154 funds tracked by Wall St. Rank hold DON as of Q1 2016.

  • Efficient Market Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2016 after selling out during the quarter.
  • Efficient Market Advisors sold 300 WisdomTree US MidCap Dividend Fund shares in Q1 2016, an estimated $8K.
  • Efficient Market Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2015 and held it in 1 quarter.
  • Efficient Market Advisors's WisdomTree US MidCap Dividend Fund position peaked at $8K in Q4 2015.
  • 154 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2016.

Based on Efficient Market Advisors's 13F filing for Q1 2016, filed 29 Apr 2016.