LifePlan Financial Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

LifePlan Financial Group’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 Q3	$200K	Sell	6,927 -198	-3%	-$5.83K	0.09%	130
2020 Q2	$202K	Buy	7,125 +1,032	+17%	+$27.9K	0.09%	122
2020 Q1	$147K	Buy	6,093 +915	+18%	+$30.8K	0.08%	134
2019 Q4	$197K	Buy	5,178 +3,473	+204%	+$128K	0.09%	134
2019 Q3	$62K	Buy	1,705 +1,059	+164%	+$37.9K	0.03%	220
2019 Q2	$23K	Buy	646 +211	+49%	+$7.58K	0.01%	327
2019 Q1	$16K	Hold	435	–	–	0.01%	362
2018 Q4	$14K	Hold	435	–	–	0.01%	359
2018 Q3	$16K	Hold	435	–	–	0.01%	352
2018 Q2	$16K	Hold	435	–	–	0.01%	346
2018 Q1	$15K	Buy	+435	New	+$15.2K	0.01%	337

Other funds holding DON

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SWM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LifePlan Financial Group's DON Position: Q3 2020 in Review

LifePlan Financial Group reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 2.8% in Q3 2020, selling an estimated $5.83K and leaving 6,927 shares worth $200K. The position accounts for 0.09% of the portfolio, ranked #130.

LifePlan Financial Group first reported a position in DON in Q1 2018 and has held it in 11 quarters since. The position peaked at $202K in Q2 2020. 279 funds tracked by Wall St. Rank hold DON as of Q3 2020.

LifePlan Financial Group held 6,927 shares of WisdomTree US MidCap Dividend Fund worth $200K as of Q3 2020.
LifePlan Financial Group sold 198 WisdomTree US MidCap Dividend Fund shares in Q3 2020, an estimated $5.83K.
WisdomTree US MidCap Dividend Fund made up 0.09% of LifePlan Financial Group's portfolio in Q3 2020, its #130 holding.
LifePlan Financial Group first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's WisdomTree US MidCap Dividend Fund position peaked at $202K in Q2 2020.
279 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.