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Greenwich Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Greenwich Wealth Management’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
2017
Q1 		– Sell
-19,440
Closed -$612K – 193
2016
Q4 		$612K Buy
19,440
+11,160
+135% +$341K 0.08% 117
2016
Q3 		$251K Buy
+8,280
New +$251K 0.04% 169

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Greenwich Wealth Management's DON Position: Q1 2017 in Review

Greenwich Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2017, closing a stake of 19,440 shares — an estimated $612K sold.

Greenwich Wealth Management first reported a position in DON in Q3 2016 and held it in 2 quarters. The position peaked at $612K in Q4 2016. 208 funds tracked by Wall St. Rank hold DON as of Q1 2017.

  • Greenwich Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
  • Greenwich Wealth Management sold 19,440 WisdomTree US MidCap Dividend Fund shares in Q1 2017, an estimated $612K.
  • Greenwich Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2016 and held it in 2 quarters.
  • Greenwich Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $612K in Q4 2016.
  • 208 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2017.

Based on Greenwich Wealth Management's 13F filing for Q1 2017, filed 26 Apr 2017.