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Mountain Capital Investment Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Mountain Capital 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
2017
Q4 		– Sell
-711
Closed -$24K – 133
2017
Q3 		$24K Sell
711
-75
-10% -$2.45K 0.02% 167
2017
Q2 		$26K Buy
+786
New +$25.5K 0.03% 180

Other funds holding DON

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Mountain Capital Investment Advisors's DON Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2017, closing a stake of 711 shares — an estimated $24K sold.

Mountain Capital Investment Advisors first reported a position in DON in Q2 2017 and held it in 2 quarters. The position peaked at $26K in Q2 2017. 246 funds tracked by Wall St. Rank hold DON as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 711 WisdomTree US MidCap Dividend Fund shares in Q4 2017, an estimated $24K.
  • Mountain Capital Investment Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's WisdomTree US MidCap Dividend Fund position peaked at $26K in Q2 2017.
  • 246 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.