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Pointe Capital Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Pointe Capital 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
2017
Q1 		– Sell
-64,581
Closed -$2.03M – 160
2016
Q4 		$2.03M Buy
+64,581
New +$1.97M 1.16% 24

Other funds holding DON

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $2.25B AUM 23.36% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pointe Capital Management's DON Position: Q1 2017 in Review

Pointe Capital Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2017, closing a stake of 64,581 shares — an estimated $2.03M sold.

Pointe Capital Management first reported a position in DON in Q4 2016 and held it in 1 quarter. The position peaked at $2.03M in Q4 2016. 208 funds tracked by Wall St. Rank hold DON as of Q1 2017.

  • Pointe Capital Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
  • Pointe Capital Management sold 64,581 WisdomTree US MidCap Dividend Fund shares in Q1 2017, an estimated $2.03M.
  • Pointe Capital Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2016 and held it in 1 quarter.
  • Pointe Capital Management's WisdomTree US MidCap Dividend Fund position peaked at $2.03M in Q4 2016.
  • 208 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2017.

Based on Pointe Capital Management's 13F filing for Q1 2017, filed 25 May 2017.