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Garrett Wealth Advisory Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Garrett Wealth Advisory 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
-3,132
Closed -$114K – 204
2019
Q3 		$114K Buy
+3,132
New +$112K 0.08% 79

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LW
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Garrett Wealth Advisory Group's DON Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2019, closing a stake of 3,132 shares — an estimated $114K sold.

Garrett Wealth Advisory Group first reported a position in DON in Q3 2019 and held it in 1 quarter. The position peaked at $114K in Q3 2019. 351 funds tracked by Wall St. Rank hold DON as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 3,132 WisdomTree US MidCap Dividend Fund shares in Q4 2019, an estimated $114K.
  • Garrett Wealth Advisory Group first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's WisdomTree US MidCap Dividend Fund position peaked at $114K in Q3 2019.
  • 351 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.