Manulife (Manufacturers Life Insurance)
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Manulife (Manufacturers Life Insurance)’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Manulife (Manufacturers Life Insurance)’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
-18,172
Closed -$670K – 2567
2018
Q3 		$670K Buy
18,172
+3,413
+23% +$126K ﹤0.01% 2081
2018
Q2 		$528K Sell
14,759
-5,471
-27% -$192K ﹤0.01% 2338
2018
Q1 		$690K Buy
20,230
+1,530
+8% +$53.4K ﹤0.01% 2095
2017
Q4 		$660K Buy
18,700
+2,551
+16% +$87.3K ﹤0.01% 2129
2017
Q3 		$538K Buy
16,149
+7,857
+95% +$256K ﹤0.01% 2225
2017
Q2 		$270K Buy
8,292
+552
+7% +$17.9K ﹤0.01% 2765
2017
Q1 		$252K Sell
7,740
-30,981
-80% -$999K ﹤0.01% 2667
2016
Q4 		$1.22M Buy
38,721
+4,371
+13% +$133K ﹤0.01% 1581
2016
Q3 		$1.04M Buy
34,350
+30,732
+849% +$933K ﹤0.01% 1625
2016
Q2 		$108K Buy
3,618
+537
+17% +$15.6K ﹤0.01% 3182
2016
Q1 		$88K Buy
3,081
+2,610
+554% +$68.9K ﹤0.01% 3099
2015
Q4 		$13 Buy
471
+6
+1% +$163 ﹤0.01% 3491
2015
Q3 		$12 Buy
+465
New +$12.6K ﹤0.01% 3527

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 $2.31B AUM 28.23% 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

Manulife (Manufacturers Life Insurance)'s DON Position: Q4 2018 in Review

Manulife (Manufacturers Life Insurance) sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2018, closing a stake of 18,172 shares — an estimated $670K sold.

Manulife (Manufacturers Life Insurance) first reported a position in DON in Q3 2015 and held it in 13 quarters. The position peaked at $1.22M in Q4 2016. 293 funds tracked by Wall St. Rank hold DON as of Q4 2018.

  • Manulife (Manufacturers Life Insurance) reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
  • Manulife (Manufacturers Life Insurance) sold 18,172 WisdomTree US MidCap Dividend Fund shares in Q4 2018, an estimated $670K.
  • Manulife (Manufacturers Life Insurance) first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2015 and held it in 13 quarters.
  • Manulife (Manufacturers Life Insurance)'s WisdomTree US MidCap Dividend Fund position peaked at $1.22M in Q4 2016.
  • 293 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2018.

Based on Manulife (Manufacturers Life Insurance)'s 13F filing for Q4 2018, filed 14 Feb 2019.