Institutional & Family Asset Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Institutional & Family Asset 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
2019 Q4	–	Sell	-23	Closed	-$1K	–	863
2019 Q3	$1K	Sell	23 -85	-79%	-$3.04K	﹤0.01%	773
2019 Q2	$4K	Sell	108 -522	-83%	-$18.7K	﹤0.01%	618
2019 Q1	$23K	Sell	630 -4,014	-86%	-$140K	﹤0.01%	409
2018 Q4	$147K	Buy	+4,644	New	+$159K	0.03%	188

Other funds holding DON

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

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

JFA

Johanson Financial Advisors Campbell, California $326M AUM 23.67% 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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Institutional & Family Asset Management's DON Position: Q4 2019 in Review

Institutional & Family Asset Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2019, closing a stake of 23 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in DON in Q4 2018 and held it in 4 quarters. The position peaked at $147K in Q4 2018. 351 funds tracked by Wall St. Rank hold DON as of Q4 2019.

Institutional & Family Asset Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 23 WisdomTree US MidCap Dividend Fund shares in Q4 2019, an estimated $1K.
Institutional & Family Asset Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2018 and held it in 4 quarters.
Institutional & Family Asset Management's WisdomTree US MidCap Dividend Fund position peaked at $147K in Q4 2018.
351 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2019.

Based on Institutional & Family Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.