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

Gupta 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
2015
Q3 		– Sell
-600
Closed -$17K – 1272
2015
Q2 		$17K Hold
600
– – ﹤0.01% 767
2015
Q1 		$17K Buy
+600
New +$17K 0.01% 638

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Gupta Wealth Management's DON Position: Q3 2015 in Review

Gupta Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2015, closing a stake of 600 shares — an estimated $17K sold.

Gupta Wealth Management first reported a position in DON in Q1 2015 and held it in 2 quarters. The position peaked at $17K in Q2 2015. 138 funds tracked by Wall St. Rank hold DON as of Q3 2015.

  • Gupta Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 600 WisdomTree US MidCap Dividend Fund shares in Q3 2015, an estimated $17K.
  • Gupta Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2015 and held it in 2 quarters.
  • Gupta Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $17K in Q2 2015.
  • 138 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.