Simplicity Solutions’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-354,796	Closed	-$12.3M	–	589
2020 Q4	$12.3M	Buy	354,796 +38,320	+12%	+$1.25M	0.18%	124
2020 Q3	$9.15M	Sell	316,476 -86,710	-22%	-$2.56M	0.17%	119
2020 Q2	$11.4M	Buy	403,186 +209,771	+108%	+$5.66M	0.23%	93
2020 Q1	$4.67M	Sell	193,415 -149,657	-44%	-$5.04M	0.14%	120
2019 Q4	$13.1M	Buy	343,072 +203,757	+146%	+$7.54M	0.4%	51
2019 Q3	$5.06M	Buy	139,315 +81,943	+143%	+$2.93M	0.21%	81
2019 Q2	$2.08M	Buy	57,372 +34,977	+156%	+$1.26M	0.09%	156
2019 Q1	$801K	Buy	+22,395	New	+$782K	0.05%	290

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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Simplicity Solutions's DON Position: Q1 2021 in Review

Simplicity Solutions sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2021, closing a stake of 354,796 shares — an estimated $12.3M sold.

Simplicity Solutions first reported a position in DON in Q1 2019 and held it in 8 quarters. The position peaked at $13.1M in Q4 2019. 309 funds tracked by Wall St. Rank hold DON as of Q1 2021.

Simplicity Solutions reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 354,796 WisdomTree US MidCap Dividend Fund shares in Q1 2021, an estimated $12.3M.
Simplicity Solutions first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2019 and held it in 8 quarters.
Simplicity Solutions's WisdomTree US MidCap Dividend Fund position peaked at $13.1M in Q4 2019.
309 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.