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Global Wealth Management Investment Advisory’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Global Wealth Management Investment Advisory’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
-750
Closed -$27K – 714
2019
Q1 		$27K Buy
+750
New +$26.2K 0.01% 274

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

Global Wealth Management Investment Advisory's DON Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2019, closing a stake of 750 shares — an estimated $27K sold.

Global Wealth Management Investment Advisory first reported a position in DON in Q1 2019 and held it in 1 quarter. The position peaked at $27K in Q1 2019. 301 funds tracked by Wall St. Rank hold DON as of Q2 2019.

  • Global Wealth Management Investment Advisory reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 750 WisdomTree US MidCap Dividend Fund shares in Q2 2019, an estimated $27K.
  • Global Wealth Management Investment Advisory first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's WisdomTree US MidCap Dividend Fund position peaked at $27K in Q1 2019.
  • 301 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.