Kavar Capital Partners Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Kavar Capital Partners Group’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 Q3	–	Sell	-705	Closed	-$26K	–	216
2019 Q2	$26K	Buy	+705	New	+$25.3K	0.01%	286
2018 Q3	–	Sell	-705	Closed	-$25K	–	173
2018 Q2	$25K	Hold	705	–	–	0.01%	236
2018 Q1	$24K	Buy	+705	New	+$24.6K	0.01%	242

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Kavar Capital Partners Group's DON Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2019, closing a stake of 705 shares — an estimated $26K sold.

Kavar Capital Partners Group first reported a position in DON in Q1 2018 and held it in 3 quarters. The position peaked at $26K in Q2 2019. 310 funds tracked by Wall St. Rank hold DON as of Q3 2019.

Kavar Capital Partners Group reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 705 WisdomTree US MidCap Dividend Fund shares in Q3 2019, an estimated $26K.
Kavar Capital Partners Group first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2018 and held it in 3 quarters.
Kavar Capital Partners Group's WisdomTree US MidCap Dividend Fund position peaked at $26K in Q2 2019.
310 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.