Smart Money Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Smart Money 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 Q2	–	Sell	-13,876	Closed	-$335K	–	84
2020 Q1	$335K	Sell	13,876 -32,351	-70%	-$1.09M	0.24%	63
2019 Q4	$1.76M	Sell	46,227 -7,948	-15%	-$294K	1.03%	27
2019 Q3	$1.97M	Buy	54,175 +190	+0.4%	+$6.79K	1.58%	18
2019 Q2	$1.95M	Buy	53,985 +4,717	+10%	+$169K	1.61%	15
2019 Q1	$1.76M	Buy	+49,268	New	+$1.72M	1.54%	18

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

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 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

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

Smart Money Group's DON Position: Q2 2020 in Review

Smart Money Group sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2020, closing a stake of 13,876 shares — an estimated $335K sold.

Smart Money Group first reported a position in DON in Q1 2019 and held it in 5 quarters. The position peaked at $1.97M in Q3 2019. 285 funds tracked by Wall St. Rank hold DON as of Q2 2020.

Smart Money Group reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
Smart Money Group sold 13,876 WisdomTree US MidCap Dividend Fund shares in Q2 2020, an estimated $335K.
Smart Money Group first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2019 and held it in 5 quarters.
Smart Money Group's WisdomTree US MidCap Dividend Fund position peaked at $1.97M in Q3 2019.
285 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2020.

Based on Smart Money Group's 13F filing for Q2 2020, filed 29 Jul 2020.