FLI
DON icon

Family Legacy Inc’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Family Legacy Inc’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
-1,383
Closed -$44K – 126
2018
Q4 		$44K Hold
1,383
– – 0.04% 126
2018
Q3 		$51K Hold
1,383
– – 0.04% 124
2018
Q2 		$50K Buy
+1,383
New +$48.5K 0.04% 123

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

Family Legacy Inc's DON Position: Q1 2019 in Review

Family Legacy Inc sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2019, closing a stake of 1,383 shares — an estimated $44K sold.

Family Legacy Inc first reported a position in DON in Q2 2018 and held it in 3 quarters. The position peaked at $51K in Q3 2018. 306 funds tracked by Wall St. Rank hold DON as of Q1 2019.

  • Family Legacy Inc reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
  • Family Legacy Inc sold 1,383 WisdomTree US MidCap Dividend Fund shares in Q1 2019, an estimated $44K.
  • Family Legacy Inc first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2018 and held it in 3 quarters.
  • Family Legacy Inc's WisdomTree US MidCap Dividend Fund position peaked at $51K in Q3 2018.
  • 306 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2019.

Based on Family Legacy Inc's 13F filing for Q1 2019, filed 6 May 2019.