Global Financial Private Capital’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Global Financial Private Capital’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 Q2	–	Sell	-11,239	Closed	-$402K	–	488
2019 Q1	$402K	Buy	11,239 +2,522	+29%	+$88.1K	0.02%	305
2018 Q4	$276K	Sell	8,717 -254	-3%	-$8.71K	0.02%	297
2018 Q3	$331K	Buy	8,971 +1,921	+27%	+$70.7K	0.01%	438
2018 Q2	$252K	Sell	7,050 -2,360	-25%	-$82.8K	0.01%	477
2018 Q1	$321K	Buy	9,410 +105	+1%	+$3.67K	0.01%	433
2017 Q4	$328K	Buy	9,305 +1,295	+16%	+$44.3K	0.01%	420
2017 Q3	$267K	Buy	+8,010	New	+$261K	0.01%	418

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Global Financial Private Capital's DON Position: Q2 2019 in Review

Global Financial Private Capital sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2019, closing a stake of 11,239 shares — an estimated $402K sold.

Global Financial Private Capital first reported a position in DON in Q3 2017 and held it in 7 quarters. The position peaked at $402K in Q1 2019. 301 funds tracked by Wall St. Rank hold DON as of Q2 2019.

Global Financial Private Capital reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
Global Financial Private Capital sold 11,239 WisdomTree US MidCap Dividend Fund shares in Q2 2019, an estimated $402K.
Global Financial Private Capital first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2017 and held it in 7 quarters.
Global Financial Private Capital's WisdomTree US MidCap Dividend Fund position peaked at $402K in Q1 2019.
301 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2019.

Based on Global Financial Private Capital's 13F filing for Q2 2019, filed 14 Aug 2019.