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Roble Belko & Company’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Roble Belko & Company’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
Q2 		– Sell
-240
Closed -$9K – 345
2019
Q1 		$9K Buy
+240
New +$8.38K ﹤0.01% 230

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LW
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Roble Belko & Company's DON Position: Q2 2019 in Review

Roble Belko & Company sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2019, closing a stake of 240 shares — an estimated $9K sold.

Roble Belko & Company first reported a position in DON in Q1 2019 and held it in 1 quarter. The position peaked at $9K in Q1 2019. 301 funds tracked by Wall St. Rank hold DON as of Q2 2019.

  • Roble Belko & Company reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
  • Roble Belko & Company sold 240 WisdomTree US MidCap Dividend Fund shares in Q2 2019, an estimated $9K.
  • Roble Belko & Company first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2019 and held it in 1 quarter.
  • Roble Belko & Company's WisdomTree US MidCap Dividend Fund position peaked at $9K in Q1 2019.
  • 301 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2019.

Based on Roble Belko & Company's 13F filing for Q2 2019, filed 13 Aug 2019.