Optimum Investment Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Optimum Investment Advisors’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 Q3	–	Sell	-1,249	Closed	-$45K	–	994
2019 Q2	$45K	Buy	1,249 +9	+0.7%	+$323	0.01%	525
2019 Q1	$44K	Buy	1,240 +4	+0.3%	+$140	0.01%	532
2018 Q4	$39K	Buy	1,236 +9	+0.7%	+$309	0.01%	504
2018 Q3	$45K	Buy	1,227 +9	+0.7%	+$331	0.01%	548
2018 Q2	$44K	Buy	1,218 +6	+0.5%	+$211	0.01%	554
2018 Q1	$41K	Buy	+1,212	New	+$42.3K	0.01%	556

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

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 San Diego, California $377B AUM 19.32% 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

Optimum Investment Advisors's DON Position: Q3 2019 in Review

Optimum Investment Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2019, closing a stake of 1,249 shares — an estimated $45K sold.

Optimum Investment Advisors first reported a position in DON in Q1 2018 and held it in 6 quarters. The position peaked at $45K in Q2 2019. 310 funds tracked by Wall St. Rank hold DON as of Q3 2019.

Optimum Investment Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
Optimum Investment Advisors sold 1,249 WisdomTree US MidCap Dividend Fund shares in Q3 2019, an estimated $45K.
Optimum Investment Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2018 and held it in 6 quarters.
Optimum Investment Advisors's WisdomTree US MidCap Dividend Fund position peaked at $45K in Q2 2019.
310 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2019.

Based on Optimum Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.