HBW Advisory Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

HBW Advisory Services’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
2020 Q3	–	Sell	-93,270	Closed	-$2.64M	–	202
2020 Q2	$2.64M	Buy	93,270 +6,952	+8%	+$188K	1.23%	18
2020 Q1	$2.22M	Buy	86,318 +13,818	+19%	+$465K	1.61%	17
2019 Q4	$2.74M	Sell	72,500 -38,754	-35%	-$1.43M	1.6%	16
2019 Q3	$3.89M	Buy	+111,254	New	+$3.98M	3.72%	4

Other funds holding DON

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HBW Advisory Services's DON Position: Q3 2020 in Review

HBW Advisory Services sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2020, closing a stake of 93,270 shares — an estimated $2.64M sold.

HBW Advisory Services first reported a position in DON in Q3 2019 and held it in 4 quarters. The position peaked at $3.89M in Q3 2019. 279 funds tracked by Wall St. Rank hold DON as of Q3 2020.

HBW Advisory Services reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
HBW Advisory Services sold 93,270 WisdomTree US MidCap Dividend Fund shares in Q3 2020, an estimated $2.64M.
HBW Advisory Services first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2019 and held it in 4 quarters.
HBW Advisory Services's WisdomTree US MidCap Dividend Fund position peaked at $3.89M in Q3 2019.
279 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2020.

Based on HBW Advisory Services's 13F filing for Q3 2020, filed 14 Oct 2020.