Merriman Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Merriman Wealth Management’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 Q3	–	Sell	-287,547	Closed	-$104K	–	178
2019 Q2	$104K	Sell	287,547 -4,220	-1%	-$152K	2.01%	8
2019 Q1	$10.4M	Buy	+291,767	New	+$10.2M	1.98%	7
2016 Q4	–	Sell	-291,195	Closed	-$8.82M	–	133
2016 Q3	$8.82M	Buy	+291,195	New	+$8.84M	1.82%	11

Other funds holding DON

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

SWM

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Merriman Wealth Management's DON Position: Q3 2019 in Review

Merriman Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2019, closing a stake of 287,547 shares — an estimated $104K sold.

Merriman Wealth Management first reported a position in DON in Q3 2016 and held it in 3 quarters. The position peaked at $10.4M in Q1 2019. 310 funds tracked by Wall St. Rank hold DON as of Q3 2019.

Merriman Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
Merriman Wealth Management sold 287,547 WisdomTree US MidCap Dividend Fund shares in Q3 2019, an estimated $104K.
Merriman Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2016 and held it in 3 quarters.
Merriman Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $10.4M in Q1 2019.
310 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2019.

Based on Merriman Wealth Management's 13F filing for Q3 2019, filed 18 Oct 2019.