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Oak Point Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Oak Point Wealth Management’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
2018
Q1 		$1.27M Sell
37,847
-12,415
-25% -$433K 1.29% 24
2017
Q4 		$1.77M Buy
+50,262
New +$1.72M 1.75% 15

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 $2.31B AUM 28.23% 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 $79.5B AUM 27.1% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Oak Point Wealth Management's DON Position: Q1 2018 in Review

Oak Point Wealth Management reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 25% in Q1 2018, selling an estimated $433K and leaving 37,847 shares worth $1.27M. The position accounts for 1.29% of the portfolio, ranked #24.

Oak Point Wealth Management first reported a position in DON in Q4 2017 and has held it in 2 quarters since. The position peaked at $1.77M in Q4 2017. 260 funds tracked by Wall St. Rank hold DON as of Q1 2018.

  • Oak Point Wealth Management held 37,847 shares of WisdomTree US MidCap Dividend Fund worth $1.27M as of Q1 2018.
  • Oak Point Wealth Management sold 12,415 WisdomTree US MidCap Dividend Fund shares in Q1 2018, an estimated $433K.
  • WisdomTree US MidCap Dividend Fund made up 1.29% of Oak Point Wealth Management's portfolio in Q1 2018, its #24 holding.
  • Oak Point Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $1.77M in Q4 2017.
  • 260 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.