Keystone Financial Group (Kentucky)’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Keystone Financial Group (Kentucky)’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 Q1	–	Sell	-15,234	Closed	-$580K	–	216
2019 Q4	$580K	Buy	15,234 +963	+7%	+$35.6K	0.16%	115
2019 Q3	$518K	Buy	14,271 +6	+0%	+$214	0.16%	120
2019 Q2	$516K	Sell	14,265 -176	-1%	-$6.32K	0.17%	119
2019 Q1	$517K	Buy	14,441 +2,048	+17%	+$71.5K	0.18%	117
2018 Q4	$392K	Sell	12,393 -439	-3%	-$15.1K	0.18%	115
2018 Q3	$471K	Buy	12,832 +2,853	+29%	+$105K	0.19%	116
2018 Q2	$356K	Sell	9,979 -252	-2%	-$8.84K	0.2%	110
2018 Q1	$342K	Sell	10,231 -6,299	-38%	-$220K	0.19%	102
2017 Q4	$572K	Buy	+16,530	New	+$566K	0.36%	57

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s DON Position: Q1 2020 in Review

Keystone Financial Group (Kentucky) sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2020, closing a stake of 15,234 shares — an estimated $580K sold.

Keystone Financial Group (Kentucky) first reported a position in DON in Q4 2017 and held it in 9 quarters. The position peaked at $580K in Q4 2019. 306 funds tracked by Wall St. Rank hold DON as of Q1 2020.

Keystone Financial Group (Kentucky) reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 15,234 WisdomTree US MidCap Dividend Fund shares in Q1 2020, an estimated $580K.
Keystone Financial Group (Kentucky) first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2017 and held it in 9 quarters.
Keystone Financial Group (Kentucky)'s WisdomTree US MidCap Dividend Fund position peaked at $580K in Q4 2019.
306 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2020.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2020, filed 5 May 2020.