Premia Global Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Premia Global 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
2018 Q3	–	Sell	-1,375	Closed	-$49K	–	61
2018 Q2	$49K	Hold	1,375	–	–	0.06%	90
2018 Q1	$46K	Buy	+1,375	New	+$48K	0.04%	204

Other funds holding DON

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Premia Global Advisors's DON Position: Q3 2018 in Review

Premia Global Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2018, closing a stake of 1,375 shares — an estimated $49K sold.

Premia Global Advisors first reported a position in DON in Q1 2018 and held it in 2 quarters. The position peaked at $49K in Q2 2018. 270 funds tracked by Wall St. Rank hold DON as of Q3 2018.

Premia Global Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
Premia Global Advisors sold 1,375 WisdomTree US MidCap Dividend Fund shares in Q3 2018, an estimated $49K.
Premia Global Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2018 and held it in 2 quarters.
Premia Global Advisors's WisdomTree US MidCap Dividend Fund position peaked at $49K in Q2 2018.
270 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2018.

Based on Premia Global Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.