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Girard Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Girard Partners’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
Q4 		– Sell
-350
Closed -$12K – 385
2018
Q3 		$12K Buy
+350
New +$12.9K ﹤0.01% 693

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Girard Partners's DON Position: Q4 2018 in Review

Girard Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2018, closing a stake of 350 shares — an estimated $12K sold.

Girard Partners first reported a position in DON in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 292 funds tracked by Wall St. Rank hold DON as of Q4 2018.

  • Girard Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 350 WisdomTree US MidCap Dividend Fund shares in Q4 2018, an estimated $12K.
  • Girard Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2018 and held it in 1 quarter.
  • Girard Partners's WisdomTree US MidCap Dividend Fund position peaked at $12K in Q3 2018.
  • 292 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.