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Financial Architects (New Jersey)’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-2,081
Closed -$59K – 399
2020
Q2 		$59K Buy
2,081
+8
+0.4% +$216 0.01% 398
2020
Q1 		$50K Buy
2,073
+8
+0.4% +$269 0.01% 388
2019
Q4 		$79K Buy
2,065
+1,578
+324% +$58.4K 0.02% 362
2019
Q3 		$18K Sell
487
-68
-12% -$2.43K ﹤0.01% 613
2019
Q2 		$20K Hold
555
– – ﹤0.01% 711
2019
Q1 		$20K Hold
555
– – ﹤0.01% 879
2018
Q4 		$18K Hold
555
– – ﹤0.01% 826
2018
Q3 		$20K Hold
555
– – ﹤0.01% 920
2018
Q2 		$20K Hold
555
– – ﹤0.01% 804
2018
Q1 		$19K Hold
555
– – ﹤0.01% 894
2017
Q4 		$20K Sell
555
-147
-21% -$5.03K ﹤0.01% 960
2017
Q3 		$23K Sell
702
-174
-20% -$5.68K ﹤0.01% 927
2017
Q2 		$29K Hold
876
– – 0.01% 852
2017
Q1 		$28K Sell
876
-3,000
-77% -$96.8K 0.01% 842
2016
Q4 		$122K Hold
3,876
– – 0.03% 348
2016
Q3 		$117K Buy
3,876
+3,000
+342% +$91.1K 0.03% 361
2016
Q2 		$26K Hold
876
– – 0.01% 715
2016
Q1 		$25K Buy
+876
New +$23.1K 0.01% 538
2015
Q3 		– Sell
-345
Closed -$10K – 394
2015
Q2 		$10K Buy
+345
New +$9.8K ﹤0.01% 788
2013
Q4 		– Sell
-1,044
Closed -$24K – 262
2013
Q3 		$24K Hold
1,044
– – 0.02% 350
2013
Q2 		$23K Buy
+1,044
New +$23K 0.02% 332

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Architects (New Jersey)'s DON Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2020, closing a stake of 2,081 shares — an estimated $59K sold.

Financial Architects (New Jersey) first reported a position in DON in Q2 2013 and held it in 21 quarters. The position peaked at $122K in Q4 2016. 279 funds tracked by Wall St. Rank hold DON as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 2,081 WisdomTree US MidCap Dividend Fund shares in Q3 2020, an estimated $59K.
  • Financial Architects (New Jersey) first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2013 and held it in 21 quarters.
  • Financial Architects (New Jersey)'s WisdomTree US MidCap Dividend Fund position peaked at $122K in Q4 2016.
  • 279 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.