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MYCIO Wealth Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

MYCIO Wealth Partners’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
-1,401
Closed -$53K – 110
2019
Q4 		$53K Hold
1,401
– – ﹤0.01% 391
2019
Q3 		$51K Hold
1,401
– – ﹤0.01% 366
2019
Q2 		$51K Buy
+1,401
New +$50.3K ﹤0.01% 342

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LW
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MYCIO Wealth Partners's DON Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2020, closing a stake of 1,401 shares — an estimated $53K sold.

MYCIO Wealth Partners first reported a position in DON in Q2 2019 and held it in 3 quarters. The position peaked at $53K in Q4 2019. 306 funds tracked by Wall St. Rank hold DON as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,401 WisdomTree US MidCap Dividend Fund shares in Q1 2020, an estimated $53K.
  • MYCIO Wealth Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2019 and held it in 3 quarters.
  • MYCIO Wealth Partners's WisdomTree US MidCap Dividend Fund position peaked at $53K in Q4 2019.
  • 306 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.