KWMG LLC’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

KWMG LLC’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 Q2	–	Sell	-519	Closed	-$19K	–	199
2019 Q1	$19K	Hold	519	–	–	﹤0.01%	230
2018 Q4	$16K	Hold	519	–	–	﹤0.01%	242
2018 Q3	$19K	Buy	519 +120	+30%	+$4.42K	﹤0.01%	232
2018 Q2	$14K	Buy	+399	New	+$14K	﹤0.01%	250

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KWMG LLC's DON Position: Q2 2019 in Review

KWMG LLC sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2019, closing a stake of 519 shares — an estimated $19K sold.

KWMG LLC first reported a position in DON in Q2 2018 and held it in 4 quarters. The position peaked at $19K in Q1 2019. 301 funds tracked by Wall St. Rank hold DON as of Q2 2019.

KWMG LLC reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 519 WisdomTree US MidCap Dividend Fund shares in Q2 2019, an estimated $19K.
KWMG LLC first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2018 and held it in 4 quarters.
KWMG LLC's WisdomTree US MidCap Dividend Fund position peaked at $19K in Q1 2019.
301 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.