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Independent Portfolio Consultants’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Independent Portfolio Consultants’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
-24,060
Closed -$663K – 801
2015
Q2 		$663K Sell
24,060
-1,155
-5% -$32.8K 0.13% 207
2015
Q1 		$724K Buy
25,215
+17,610
+232% +$499K 0.15% 189
2014
Q4 		$212K Buy
+7,605
New +$206K 0.04% 358

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

Independent Portfolio Consultants's DON Position: Q3 2015 in Review

Independent Portfolio Consultants sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2015, closing a stake of 24,060 shares — an estimated $663K sold.

Independent Portfolio Consultants first reported a position in DON in Q4 2014 and held it in 3 quarters. The position peaked at $724K in Q1 2015. 138 funds tracked by Wall St. Rank hold DON as of Q3 2015.

  • Independent Portfolio Consultants reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 24,060 WisdomTree US MidCap Dividend Fund shares in Q3 2015, an estimated $663K.
  • Independent Portfolio Consultants first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2014 and held it in 3 quarters.
  • Independent Portfolio Consultants's WisdomTree US MidCap Dividend Fund position peaked at $724K in Q1 2015.
  • 138 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2015.

Based on Independent Portfolio Consultants's 13F filing for Q3 2015, filed 19 Oct 2015.