HM Payson & Co’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

HM Payson & Co’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 Q2	–	Sell	-1,500	Closed	-$36K	–	876
2020 Q1	$36K	Hold	1,500	–	–	﹤0.01%	541
2019 Q4	$57K	Hold	1,500	–	–	﹤0.01%	563
2019 Q3	$54K	Hold	1,500	–	–	﹤0.01%	582
2019 Q2	$54K	Buy	+1,500	New	+$53.9K	﹤0.01%	585

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

RJFSA

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

HM Payson & Co's DON Position: Q2 2020 in Review

HM Payson & Co sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2020, closing a stake of 1,500 shares — an estimated $36K sold.

HM Payson & Co first reported a position in DON in Q2 2019 and held it in 4 quarters. The position peaked at $57K in Q4 2019. 285 funds tracked by Wall St. Rank hold DON as of Q2 2020.

HM Payson & Co reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
HM Payson & Co sold 1,500 WisdomTree US MidCap Dividend Fund shares in Q2 2020, an estimated $36K.
HM Payson & Co first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2019 and held it in 4 quarters.
HM Payson & Co's WisdomTree US MidCap Dividend Fund position peaked at $57K in Q4 2019.
285 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2020.

Based on HM Payson & Co's 13F filing for Q2 2020, filed 13 Aug 2020.