Mark Sheptoff Financial Planning’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Mark Sheptoff Financial Planning’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 Q4	–	Sell	-60	Closed	-$2K	–	360
2020 Q3	$2K	Hold	60	–	–	﹤0.01%	297
2020 Q2	$2K	Hold	60	–	–	﹤0.01%	324
2020 Q1	$1K	Hold	60	–	–	﹤0.01%	322
2019 Q4	$2K	Hold	60	–	–	﹤0.01%	340
2019 Q3	$2K	Hold	60	–	–	﹤0.01%	333
2019 Q2	$2K	Hold	60	–	–	﹤0.01%	319
2019 Q1	$2K	Hold	60	–	–	﹤0.01%	322
2018 Q4	$2K	Hold	60	–	–	﹤0.01%	303
2018 Q3	$2K	Hold	60	–	–	﹤0.01%	343
2018 Q2	$2K	Hold	60	–	–	﹤0.01%	342
2018 Q1	$2K	Hold	60	–	–	﹤0.01%	355
2017 Q4	$2K	Hold	60	–	–	﹤0.01%	349
2017 Q3	$2K	Hold	60	–	–	﹤0.01%	347
2017 Q2	$2K	Sell	60 -3	-5%	-$97	﹤0.01%	335
2017 Q1	$2K	Buy	63 +3	+5%	+$97	﹤0.01%	336
2016 Q4	$2K	Hold	60	–	–	﹤0.01%	327
2016 Q3	$2K	Buy	+60	New	+$1.82K	﹤0.01%	325

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

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

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

CWP

Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return

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

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

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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Mark Sheptoff Financial Planning's DON Position: Q4 2020 in Review

Mark Sheptoff Financial Planning sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2020, closing a stake of 60 shares — an estimated $2K sold.

Mark Sheptoff Financial Planning first reported a position in DON in Q3 2016 and held it in 17 quarters. The position peaked at $2K in Q3 2020. 308 funds tracked by Wall St. Rank hold DON as of Q4 2020.

Mark Sheptoff Financial Planning reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 60 WisdomTree US MidCap Dividend Fund shares in Q4 2020, an estimated $2K.
Mark Sheptoff Financial Planning first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2016 and held it in 17 quarters.
Mark Sheptoff Financial Planning's WisdomTree US MidCap Dividend Fund position peaked at $2K in Q3 2020.
308 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2020, filed 11 Feb 2021.