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Sentinel Pension Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Sentinel Pension 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
2020
Q1 		– Sell
-11,144
Closed -$424K – 71
2019
Q4 		$424K Buy
+11,144
New +$412K 0.28% 41

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 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 $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sentinel Pension Advisors's DON Position: Q1 2020 in Review

Sentinel Pension Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2020, closing a stake of 11,144 shares — an estimated $424K sold.

Sentinel Pension Advisors first reported a position in DON in Q4 2019 and held it in 1 quarter. The position peaked at $424K in Q4 2019. 305 funds tracked by Wall St. Rank hold DON as of Q1 2020.

  • Sentinel Pension Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Sentinel Pension Advisors sold 11,144 WisdomTree US MidCap Dividend Fund shares in Q1 2020, an estimated $424K.
  • Sentinel Pension Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Sentinel Pension Advisors's WisdomTree US MidCap Dividend Fund position peaked at $424K in Q4 2019.
  • 305 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2020.

Based on Sentinel Pension Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.