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Legacy Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Legacy Advisors’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
2017
Q3 		– Sell
-525
Closed -$17K – 359
2017
Q2 		$17K Buy
+525
New +$17K 0.02% 141

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Legacy Advisors's DON Position: Q3 2017 in Review

Legacy Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2017, closing a stake of 525 shares — an estimated $17K sold.

Legacy Advisors first reported a position in DON in Q2 2017 and held it in 1 quarter. The position peaked at $17K in Q2 2017. 212 funds tracked by Wall St. Rank hold DON as of Q3 2017.

  • Legacy Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2017 after selling out during the quarter.
  • Legacy Advisors sold 525 WisdomTree US MidCap Dividend Fund shares in Q3 2017, an estimated $17K.
  • Legacy Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2017 and held it in 1 quarter.
  • Legacy Advisors's WisdomTree US MidCap Dividend Fund position peaked at $17K in Q2 2017.
  • 212 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2017.

Based on Legacy Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.