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Starfire Investment Advisers’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Starfire Investment Advisers’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 		$1.38M Sell
48,561
-672
-1% -$18.1K 0.66% 44
2020
Q1 		$1.19M Sell
49,233
-9,546
-16% -$321K 0.65% 39
2019
Q4 		$2.23M Buy
58,779
+68
+0.1% +$2.52K 0.85% 33
2019
Q3 		$2.13M Buy
58,711
+78
+0.1% +$2.79K 0.87% 31
2019
Q2 		$2.12M Buy
58,633
+55
+0.1% +$1.98K 0.95% 29
2019
Q1 		$2.1M Buy
58,578
+15
+0% +$524 0.96% 29
2018
Q4 		$1.85M Buy
58,563
+6,118
+12% +$210K 1% 27
2018
Q3 		$1.93M Sell
52,445
-18,859
-26% -$694K 0.96% 25
2018
Q2 		$2.55M Sell
71,304
-4,046
-5% -$142K 1.29% 21
2018
Q1 		$2.57M Buy
+75,350
New +$2.63M 1.34% 19
2017
Q4 		– Sell
-75,693
Closed -$2.52M – 165
2017
Q3 		$2.52M Buy
75,693
+165
+0.2% +$5.38K 1.53% 18
2017
Q2 		$2.46M Buy
75,528
+606
+0.8% +$19.6K 1.44% 19
2017
Q1 		$2.42M Buy
74,922
+10,341
+16% +$334K 1.3% 21
2016
Q4 		$2.03M Buy
64,581
+4,434
+7% +$135K 1.16% 24
2016
Q3 		$1.82M Buy
60,147
+1,674
+3% +$50.8K 1.08% 26
2016
Q2 		$1.74M Buy
58,473
+4,923
+9% +$143K 1.2% 24
2016
Q1 		$1.54M Buy
53,550
+2,700
+5% +$71.2K 1.01% 26
2015
Q4 		$1.36M Hold
50,850
– – 0.94% 27
2015
Q3 		$1.32M Sell
50,850
-5,325
-9% -$144K 0.96% 27
2015
Q2 		$1.55M Buy
56,175
+1,755
+3% +$49.9K 1.02% 27
2015
Q1 		$1.56M Buy
+54,420
New +$1.54M 1.02% 26

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

Starfire Investment Advisers's DON Position: Q2 2020 in Review

Starfire Investment Advisers reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 1.4% in Q2 2020, selling an estimated $18.1K and leaving 48,561 shares worth $1.38M. The position accounts for 0.66% of the portfolio, ranked #44.

Starfire Investment Advisers first reported a position in DON in Q1 2015 and has held it in 21 quarters since. The position peaked at $2.57M in Q1 2018. 285 funds tracked by Wall St. Rank hold DON as of Q2 2020.

  • Starfire Investment Advisers held 48,561 shares of WisdomTree US MidCap Dividend Fund worth $1.38M as of Q2 2020.
  • Starfire Investment Advisers sold 672 WisdomTree US MidCap Dividend Fund shares in Q2 2020, an estimated $18.1K.
  • WisdomTree US MidCap Dividend Fund made up 0.66% of Starfire Investment Advisers's portfolio in Q2 2020, its #44 holding.
  • Starfire Investment Advisers first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2015 and has held it in 21 quarters since.
  • Starfire Investment Advisers's WisdomTree US MidCap Dividend Fund position peaked at $2.57M in Q1 2018.
  • 285 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.