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Financial Gravity Companies’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Financial Gravity Companies’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
2018
Q1 		– Sell
-229
Closed -$8K – 1452
2017
Q4 		$8K Buy
+229
New +$7.84K 0.01% 597

Other funds holding DON

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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

Financial Gravity Companies's DON Position: Q1 2018 in Review

Financial Gravity Companies sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2018, closing a stake of 229 shares — an estimated $8K sold.

Financial Gravity Companies first reported a position in DON in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 260 funds tracked by Wall St. Rank hold DON as of Q1 2018.

  • Financial Gravity Companies reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 229 WisdomTree US MidCap Dividend Fund shares in Q1 2018, an estimated $8K.
  • Financial Gravity Companies first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's WisdomTree US MidCap Dividend Fund position peaked at $8K in Q4 2017.
  • 260 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.