Nations Financial Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Nations Financial Group’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 Q2	–	Sell	-27,995	Closed	-$676K	–	273
2020 Q1	$676K	Hold	27,995	–	–	0.29%	104
2019 Q4	$1.06M	Hold	27,995	–	–	0.37%	78
2019 Q3	$1.03M	Hold	27,995	–	–	0.37%	74
2019 Q2	$1.01M	Sell	27,995 -700	-2%	-$25.1K	0.67%	33
2019 Q1	$1.03M	Hold	28,695	–	–	0.7%	32
2018 Q4	$908K	Hold	28,695	–	–	0.73%	31
2018 Q3	$1.06M	Hold	28,695	–	–	0.76%	27
2018 Q2	$1.03M	Hold	28,695	–	–	0.86%	24
2018 Q1	$979K	Hold	28,695	–	–	0.89%	21
2017 Q4	$1.01M	Hold	28,695	–	–	0.93%	19
2017 Q3	$956K	Hold	28,695	–	–	0.93%	23
2017 Q2	$935K	Hold	28,695	–	–	0.77%	34
2017 Q1	$933K	Hold	28,695	–	–	0.91%	32
2016 Q4	$903K	Hold	28,695	–	–	0.97%	29
2016 Q3	$869K	Hold	28,695	–	–	0.86%	33
2016 Q2	$856K	Hold	28,695	–	–	0.9%	33
2016 Q1	$824K	Buy	+28,695	New	+$757K	0.95%	30

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

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Nations Financial Group's DON Position: Q2 2020 in Review

Nations Financial Group sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2020, closing a stake of 27,995 shares — an estimated $676K sold.

Nations Financial Group first reported a position in DON in Q1 2016 and held it in 17 quarters. The position peaked at $1.06M in Q4 2019. 285 funds tracked by Wall St. Rank hold DON as of Q2 2020.

Nations Financial Group reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
Nations Financial Group sold 27,995 WisdomTree US MidCap Dividend Fund shares in Q2 2020, an estimated $676K.
Nations Financial Group first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2016 and held it in 17 quarters.
Nations Financial Group's WisdomTree US MidCap Dividend Fund position peaked at $1.06M in Q4 2019.
285 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2020.

Based on Nations Financial Group's 13F filing for Q2 2020, filed 13 Aug 2020.