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

FCG 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
2017
Q3 		– Sell
-12,270
Closed -$400K – 125
2017
Q2 		$400K Buy
+12,270
New +$398K 0.13% 90
2015
Q1 		– Sell
-21,537
Closed -$601K – 102
2014
Q4 		$601K Buy
+21,537
New +$583K 0.3% 57

Other funds holding DON

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

FCG Advisors's DON Position: Q3 2017 in Review

FCG Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2017, closing a stake of 12,270 shares — an estimated $400K sold.

FCG Advisors first reported a position in DON in Q4 2014 and held it in 2 quarters. The position peaked at $601K in Q4 2014. 212 funds tracked by Wall St. Rank hold DON as of Q3 2017.

  • FCG Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2017 after selling out during the quarter.
  • FCG Advisors sold 12,270 WisdomTree US MidCap Dividend Fund shares in Q3 2017, an estimated $400K.
  • FCG Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2014 and held it in 2 quarters.
  • FCG Advisors's WisdomTree US MidCap Dividend Fund position peaked at $601K in Q4 2014.
  • 212 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2017.

Based on FCG Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.