Guidant Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Guidant Wealth Advisors’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 Q3	$1.78M	Sell	49,056 -36	-0.1%	-$1.29K	0.66%	35
2019 Q2	$1.78M	Hold	49,092	–	–	0.69%	33
2019 Q1	$1.76M	Sell	49,092 -2,276	-4%	-$79.5K	0.68%	33
2018 Q4	$1.62M	Buy	+51,368	New	+$1.76M	0.76%	33
2017 Q3	–	Sell	-57,519	Closed	-$1.86M	–	197
2017 Q2	$1.86M	Sell	57,519 -4,194	-7%	-$136K	0.96%	32
2017 Q1	$1.99M	Sell	61,713 -2,568	-4%	-$82.8K	1.04%	32
2016 Q4	$2.05M	Sell	64,281 -10,845	-14%	-$331K	1.16%	32
2016 Q3	$2.24M	Buy	+75,126	New	+$2.28M	1.38%	23

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

Guidant Wealth Advisors's DON Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.07% in Q3 2019, selling an estimated $1.29K and leaving 49,056 shares worth $1.78M. The position accounts for 0.66% of the portfolio, ranked #35.

Guidant Wealth Advisors first reported a position in DON in Q3 2016 and has held it in 8 quarters since. The position peaked at $2.24M in Q3 2016. 310 funds tracked by Wall St. Rank hold DON as of Q3 2019.

Guidant Wealth Advisors held 49,056 shares of WisdomTree US MidCap Dividend Fund worth $1.78M as of Q3 2019.
Guidant Wealth Advisors sold 36 WisdomTree US MidCap Dividend Fund shares in Q3 2019, an estimated $1.29K.
WisdomTree US MidCap Dividend Fund made up 0.66% of Guidant Wealth Advisors's portfolio in Q3 2019, its #35 holding.
Guidant Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2016 and has held it in 8 quarters since.
Guidant Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $2.24M in Q3 2016.
310 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.