S.A. Mason’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

S.A. Mason’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
2020 Q1	–	Sell	-58	Closed	-$2K	–	408
2019 Q4	$2K	Buy	+58	New	+$2.15K	﹤0.01%	419

Other funds holding DON

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

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

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

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

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

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

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

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

S.A. Mason's DON Position: Q1 2020 in Review

S.A. Mason sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2020, closing a stake of 58 shares — an estimated $2K sold.

S.A. Mason first reported a position in DON in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 306 funds tracked by Wall St. Rank hold DON as of Q1 2020.

S.A. Mason reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
S.A. Mason sold 58 WisdomTree US MidCap Dividend Fund shares in Q1 2020, an estimated $2K.
S.A. Mason first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and held it in 1 quarter.
S.A. Mason's WisdomTree US MidCap Dividend Fund position peaked at $2K in Q4 2019.
306 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2020.

Based on S.A. Mason's 13F filing for Q1 2020, filed 14 May 2020.