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

FDx 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 Q4	–	Sell	-27,165	Closed	-$905K	–	1253
2017 Q3	$905K	Sell	27,165 -8,808	-24%	-$287K	0.02%	560
2017 Q2	$1.17M	Buy	35,973 +1,605	+5%	+$52K	0.03%	467
2017 Q1	$1.12M	Buy	34,368 +387	+1%	+$12.5K	0.03%	486
2016 Q4	$1.07M	Buy	+33,981	New	+$1.04M	0.03%	508
2014 Q3	–	Sell	-27,057	Closed	-$736K	–	959
2014 Q2	$736K	Sell	27,057 -177	-0.6%	-$4.63K	0.05%	434
2014 Q1	$700K	Buy	27,234 +228	+0.8%	+$5.68K	0.06%	337
2013 Q4	$672K	Buy	27,006 +723	+3%	+$17.4K	0.07%	290
2013 Q3	$609K	Buy	+26,283	New	+$602K	0.07%	252

Other funds holding DON

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

FDx Advisors's DON Position: Q4 2017 in Review

FDx Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2017, closing a stake of 27,165 shares — an estimated $905K sold.

FDx Advisors first reported a position in DON in Q3 2013 and held it in 8 quarters. The position peaked at $1.17M in Q2 2017. 246 funds tracked by Wall St. Rank hold DON as of Q4 2017.

FDx Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2017 after selling out during the quarter.
FDx Advisors sold 27,165 WisdomTree US MidCap Dividend Fund shares in Q4 2017, an estimated $905K.
FDx Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2013 and held it in 8 quarters.
FDx Advisors's WisdomTree US MidCap Dividend Fund position peaked at $1.17M in Q2 2017.
246 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2017.

Based on FDx Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.