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

Pacific 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
2014
Q3 		– Sell
-23,340
Closed -$635K – 41
2014
Q2 		$635K Buy
+23,340
New +$611K 1.01% 22

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LW
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Pacific Financial Group's DON Position: Q3 2014 in Review

Pacific Financial Group sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2014, closing a stake of 23,340 shares — an estimated $635K sold.

Pacific Financial Group first reported a position in DON in Q2 2014 and held it in 1 quarter. The position peaked at $635K in Q2 2014. 106 funds tracked by Wall St. Rank hold DON as of Q3 2014.

  • Pacific Financial Group reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2014 after selling out during the quarter.
  • Pacific Financial Group sold 23,340 WisdomTree US MidCap Dividend Fund shares in Q3 2014, an estimated $635K.
  • Pacific Financial Group first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2014 and held it in 1 quarter.
  • Pacific Financial Group's WisdomTree US MidCap Dividend Fund position peaked at $635K in Q2 2014.
  • 106 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2014.

Based on Pacific Financial Group's 13F filing for Q3 2014, filed 23 Oct 2014.