First Command Bank’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

First Command Bank’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 Q2	–	Sell	-629	Closed	-$15K	–	323
2020 Q1	$15K	Hold	629	–	–	0.01%	241
2019 Q4	$24K	Hold	629	–	–	0.01%	253
2019 Q3	$23K	Hold	629	–	–	0.01%	252
2019 Q2	$23K	Hold	629	–	–	0.01%	269
2019 Q1	$23K	Hold	629	–	–	0.01%	266
2018 Q4	$20K	Hold	629	–	–	0.01%	275
2018 Q3	$23K	Hold	629	–	–	0.01%	266
2018 Q2	$23K	Hold	629	–	–	0.01%	274
2018 Q1	$21.5K	Buy	629 +77	+14%	+$2.69K	0.01%	285
2017 Q4	$19K	Buy	+552	New	+$18.9K	0.01%	293

Other funds holding DON

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

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

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

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

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

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

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

First Command Bank's DON Position: Q2 2020 in Review

First Command Bank sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2020, closing a stake of 629 shares — an estimated $15K sold.

First Command Bank first reported a position in DON in Q4 2017 and held it in 10 quarters. The position peaked at $24K in Q4 2019. 285 funds tracked by Wall St. Rank hold DON as of Q2 2020.

First Command Bank reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
First Command Bank sold 629 WisdomTree US MidCap Dividend Fund shares in Q2 2020, an estimated $15K.
First Command Bank first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2017 and held it in 10 quarters.
First Command Bank's WisdomTree US MidCap Dividend Fund position peaked at $24K in Q4 2019.
285 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2020.

Based on First Command Bank's 13F filing for Q2 2020, filed 17 Jul 2020.