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Keystone Financial Planning’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Keystone Financial Planning’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
2014
Q3 		– Sell
-10,032
Closed -$273K – 48
2014
Q2 		$273K Hold
10,032
– – 0.21% 45
2014
Q1 		$258K Hold
10,032
– – 0.2% 50
2013
Q4 		$249K Buy
+10,032
New +$242K 0.2% 52

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Keystone Financial Planning's DON Position: Q3 2014 in Review

Keystone Financial Planning sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2014, closing a stake of 10,032 shares — an estimated $273K sold.

Keystone Financial Planning first reported a position in DON in Q4 2013 and held it in 3 quarters. The position peaked at $273K in Q2 2014. 106 funds tracked by Wall St. Rank hold DON as of Q3 2014.

  • Keystone Financial Planning reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2014 after selling out during the quarter.
  • Keystone Financial Planning sold 10,032 WisdomTree US MidCap Dividend Fund shares in Q3 2014, an estimated $273K.
  • Keystone Financial Planning first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2013 and held it in 3 quarters.
  • Keystone Financial Planning's WisdomTree US MidCap Dividend Fund position peaked at $273K in Q2 2014.
  • 106 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2014.

Based on Keystone Financial Planning's 13F filing for Q3 2014, filed 20 Oct 2014.