High Point Bank & Trust’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

High Point Bank & Trust’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
2016 Q4	$86K	Buy	+2,733	New	+$83.4K	0.03%	184

Other funds holding DON

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

High Point Bank & Trust's DON Position: Q4 2016 in Review

High Point Bank & Trust opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q4 2016: 2,733 shares worth $86K. The stake represents 0.03% of the portfolio and ranks #184 among its holdings.

198 funds tracked by Wall St. Rank hold DON as of Q4 2016.

High Point Bank & Trust held 2,733 shares of WisdomTree US MidCap Dividend Fund worth $86K as of Q4 2016.
WisdomTree US MidCap Dividend Fund was a new High Point Bank & Trust position in Q4 2016.
WisdomTree US MidCap Dividend Fund made up 0.03% of High Point Bank & Trust's portfolio in Q4 2016, its #184 holding.
198 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.