Shine Investment Advisory Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Shine Investment Advisory Services’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	$7K	Hold	249	–	–	﹤0.01%	592
2020 Q2	$7K	Hold	249	–	–	﹤0.01%	597
2020 Q1	$6K	Hold	249	–	–	﹤0.01%	577
2019 Q4	$9K	Hold	249	–	–	﹤0.01%	586
2019 Q3	$9K	Hold	249	–	–	﹤0.01%	569
2019 Q2	$9K	Hold	249	–	–	﹤0.01%	549
2019 Q1	$9K	Hold	249	–	–	﹤0.01%	554
2018 Q4	$8K	Hold	249	–	–	﹤0.01%	545
2018 Q3	$9K	Hold	249	–	–	﹤0.01%	533
2018 Q2	$9K	Hold	249	–	–	﹤0.01%	541
2018 Q1	$8K	Hold	249	–	–	﹤0.01%	553
2017 Q4	$9K	Hold	249	–	–	﹤0.01%	542
2017 Q3	$8K	Hold	249	–	–	﹤0.01%	555
2017 Q2	$8K	Buy	+249	New	+$8.07K	﹤0.01%	545

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 $2.31B AUM 28.23% 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

Shine Investment Advisory Services's DON Position: Q3 2020 in Review

Shine Investment Advisory Services held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q3 2020 at 249 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Shine Investment Advisory Services first reported a position in DON in Q2 2017 and has held it in 14 quarters since. The position peaked at $9K in Q4 2019. 279 funds tracked by Wall St. Rank hold DON as of Q3 2020.

Shine Investment Advisory Services held 249 shares of WisdomTree US MidCap Dividend Fund worth $7K as of Q3 2020.
Shine Investment Advisory Services left its WisdomTree US MidCap Dividend Fund share count unchanged in Q3 2020.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #592 holding.
Shine Investment Advisory Services first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's WisdomTree US MidCap Dividend Fund position peaked at $9K in Q4 2019.
279 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.