KJWM
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Kiley Juergens Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-600
Closed -$22K – 195
2018
Q3 		$22K Hold
600
– – 0.02% 342
2018
Q2 		$21K Buy
+600
New +$21.1K 0.02% 318

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Kiley Juergens Wealth Management's DON Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2018, closing a stake of 600 shares — an estimated $22K sold.

Kiley Juergens Wealth Management first reported a position in DON in Q2 2018 and held it in 2 quarters. The position peaked at $22K in Q3 2018. 292 funds tracked by Wall St. Rank hold DON as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 600 WisdomTree US MidCap Dividend Fund shares in Q4 2018, an estimated $22K.
  • Kiley Juergens Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $22K in Q3 2018.
  • 292 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.