San Francisco Sentry Investment Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

San Francisco Sentry Investment Group’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 Q3	–	Sell	-364	Closed	-$10K	–	681
2020 Q2	$10K	Hold	364	–	–	0.01%	482
2020 Q1	$9K	Hold	364	–	–	0.01%	487
2019 Q4	$14K	Hold	364	–	–	0.01%	526
2019 Q3	$13K	Hold	364	–	–	0.01%	528
2019 Q2	$13K	Hold	364	–	–	0.01%	521
2019 Q1	$13K	Buy	+364	New	+$12.7K	0.01%	539

Other funds holding DON

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

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

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

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

SWM

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

San Francisco Sentry Investment Group's DON Position: Q3 2020 in Review

San Francisco Sentry Investment Group sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2020, closing a stake of 364 shares — an estimated $10K sold.

San Francisco Sentry Investment Group first reported a position in DON in Q1 2019 and held it in 6 quarters. The position peaked at $14K in Q4 2019. 279 funds tracked by Wall St. Rank hold DON as of Q3 2020.

San Francisco Sentry Investment Group reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
San Francisco Sentry Investment Group sold 364 WisdomTree US MidCap Dividend Fund shares in Q3 2020, an estimated $10K.
San Francisco Sentry Investment Group first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2019 and held it in 6 quarters.
San Francisco Sentry Investment Group's WisdomTree US MidCap Dividend Fund position peaked at $14K in Q4 2019.
279 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q3 2020, filed 14 Oct 2020.