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

PagnatoKarp 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
2017
Q1 		– Sell
-9,078
Closed -$286K – 123
2016
Q4 		$286K Buy
+9,078
New +$277K 0.09% 102

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PagnatoKarp Partners's DON Position: Q1 2017 in Review

PagnatoKarp Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2017, closing a stake of 9,078 shares — an estimated $286K sold.

PagnatoKarp Partners first reported a position in DON in Q4 2016 and held it in 1 quarter. The position peaked at $286K in Q4 2016. 208 funds tracked by Wall St. Rank hold DON as of Q1 2017.

  • PagnatoKarp Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
  • PagnatoKarp Partners sold 9,078 WisdomTree US MidCap Dividend Fund shares in Q1 2017, an estimated $286K.
  • PagnatoKarp Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2016 and held it in 1 quarter.
  • PagnatoKarp Partners's WisdomTree US MidCap Dividend Fund position peaked at $286K in Q4 2016.
  • 208 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2017.

Based on PagnatoKarp Partners's 13F filing for Q1 2017, filed 15 May 2017.