Financial Enhancement Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Financial Enhancement Group’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 Q4	–	Sell	-3	Closed	–	–	268
2019 Q3	$0	Hold	3	–	–	﹤0.01%	277
2019 Q2	$0	Hold	3	–	–	﹤0.01%	287
2019 Q1	$0	Hold	3	–	–	﹤0.01%	298
2018 Q4	$0	Hold	3	–	–	﹤0.01%	248
2018 Q3	$0	Hold	3	–	–	﹤0.01%	250
2018 Q2	$0	Hold	3	–	–	﹤0.01%	250
2018 Q1	$0	Buy	+3	New	+$105	﹤0.01%	248

Other funds holding DON

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

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

JFA

Johanson Financial Advisors Campbell, California $326M AUM 23.67% 1-Year Est. Return

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Financial Enhancement Group's DON Position: Q4 2019 in Review

Financial Enhancement Group sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2019, closing a stake of 3 shares.

Financial Enhancement Group first reported a position in DON in Q1 2018 and held it in 7 quarters. The position peaked at $0 in Q3 2019. 351 funds tracked by Wall St. Rank hold DON as of Q4 2019.

Financial Enhancement Group reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2019 after selling out during the quarter.
Financial Enhancement Group sold 3 WisdomTree US MidCap Dividend Fund shares in Q4 2019.
Financial Enhancement Group first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2018 and held it in 7 quarters.
Financial Enhancement Group's WisdomTree US MidCap Dividend Fund position peaked at $0 in Q3 2019.
351 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2019.

Based on Financial Enhancement Group's 13F filing for Q4 2019, filed 31 Jan 2020.