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

Northstar 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 Q3	$791K	Hold	27,379	–	–	0.37%	74
2020 Q2	$775K	Buy	27,379 +18,860	+221%	+$509K	0.32%	81
2020 Q1	$205K	Buy	8,519 +2,640	+45%	+$88.9K	0.1%	151
2019 Q4	$223K	Hold	5,879	–	–	0.09%	171
2019 Q3	$213K	Buy	+5,879	New	+$210K	0.09%	169

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 $2.31B AUM 28.23% 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

SWM

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

Northstar Wealth Partners's DON Position: Q3 2020 in Review

Northstar Wealth Partners held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q3 2020 at 27,379 shares worth $791K. The position accounts for 0.37% of the portfolio, ranked #74.

Northstar Wealth Partners first reported a position in DON in Q3 2019 and has held it in 5 quarters since. 279 funds tracked by Wall St. Rank hold DON as of Q3 2020.

Northstar Wealth Partners held 27,379 shares of WisdomTree US MidCap Dividend Fund worth $791K as of Q3 2020.
Northstar Wealth Partners left its WisdomTree US MidCap Dividend Fund share count unchanged in Q3 2020.
WisdomTree US MidCap Dividend Fund made up 0.37% of Northstar Wealth Partners's portfolio in Q3 2020, its #74 holding.
Northstar Wealth Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2019 and has held it in 5 quarters since.
279 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.