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Jackson Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Jackson Wealth 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
2017
Q2 		– Sell
-41,997
Closed -$1.36M – 76
2017
Q1 		$1.36M Sell
41,997
-1,575
-4% -$50.8K 0.49% 51
2016
Q4 		$1.39M Sell
43,572
-7,176
-14% -$219K 0.54% 49
2016
Q3 		$1.5M Buy
+50,748
New +$1.54M 0.57% 42

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Jackson Wealth Management's DON Position: Q2 2017 in Review

Jackson Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2017, closing a stake of 41,997 shares — an estimated $1.36M sold.

Jackson Wealth Management first reported a position in DON in Q3 2016 and held it in 3 quarters. The position peaked at $1.5M in Q3 2016. 218 funds tracked by Wall St. Rank hold DON as of Q2 2017.

  • Jackson Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2017 after selling out during the quarter.
  • Jackson Wealth Management sold 41,997 WisdomTree US MidCap Dividend Fund shares in Q2 2017, an estimated $1.36M.
  • Jackson Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2016 and held it in 3 quarters.
  • Jackson Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $1.5M in Q3 2016.
  • 218 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2017.

Based on Jackson Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.