NEXT Financial Holdings’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

NEXT Financial Holdings’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 Q1	$500K	Buy	+13,980	New	+$488K	0.13%	116

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

NEXT Financial Holdings's DON Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q1 2019: 13,980 shares worth $500K. The stake represents 0.13% of the portfolio and ranks #116 among its holdings.

306 funds tracked by Wall St. Rank hold DON as of Q1 2019.

NEXT Financial Holdings held 13,980 shares of WisdomTree US MidCap Dividend Fund worth $500K as of Q1 2019.
WisdomTree US MidCap Dividend Fund was a new NEXT Financial Holdings position in Q1 2019.
WisdomTree US MidCap Dividend Fund made up 0.13% of NEXT Financial Holdings's portfolio in Q1 2019, its #116 holding.
306 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.