Moneta Group Investment Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Moneta Group Investment 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
2020 Q1	–	Sell	-15,536	Closed	-$591K	–	251
2019 Q4	$591K	Buy	15,536 +3	+0%	+$111	0.05%	159
2019 Q3	$564K	Sell	15,533 -1,345	-8%	-$48.1K	0.05%	155
2019 Q2	$611K	Sell	16,878 -1,619	-9%	-$58.1K	0.06%	148
2019 Q1	$662K	Buy	18,497 +255	+1%	+$8.9K	0.07%	125
2018 Q4	$577K	Buy	+18,242	New	+$626K	0.07%	129
2018 Q3	–	Sell	-603	Closed	-$22K	–	271
2018 Q2	$22K	Sell	603 -20,969	-97%	-$736K	﹤0.01%	355
2018 Q1	$22K	Buy	+21,572	New	+$753K	﹤0.01%	391

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Moneta Group Investment Advisors's DON Position: Q1 2020 in Review

Moneta Group Investment Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2020, closing a stake of 15,536 shares — an estimated $591K sold.

Moneta Group Investment Advisors first reported a position in DON in Q1 2018 and held it in 7 quarters. The position peaked at $662K in Q1 2019. 306 funds tracked by Wall St. Rank hold DON as of Q1 2020.

Moneta Group Investment Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Moneta Group Investment Advisors sold 15,536 WisdomTree US MidCap Dividend Fund shares in Q1 2020, an estimated $591K.
Moneta Group Investment Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2018 and held it in 7 quarters.
Moneta Group Investment Advisors's WisdomTree US MidCap Dividend Fund position peaked at $662K in Q1 2019.
306 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2020.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2020, filed 13 May 2020.