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Strategic Capital Alternatives’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		– Sell
-1,050
Closed -$30K – 341
2015
Q2 		$30K Hold
1,050
– – 0.01% 342
2015
Q1 		$30K Buy
+1,050
New +$29.7K 0.01% 263
2014
Q4 		– Sell
-525
Closed -$14K – 147
2014
Q3 		$14K Buy
+525
New +$14.1K ﹤0.01% 354

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Strategic Capital Alternatives's DON Position: Q3 2015 in Review

Strategic Capital Alternatives sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2015, closing a stake of 1,050 shares — an estimated $30K sold.

Strategic Capital Alternatives first reported a position in DON in Q3 2014 and held it in 3 quarters. The position peaked at $30K in Q2 2015. 138 funds tracked by Wall St. Rank hold DON as of Q3 2015.

  • Strategic Capital Alternatives reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2015 after selling out during the quarter.
  • Strategic Capital Alternatives sold 1,050 WisdomTree US MidCap Dividend Fund shares in Q3 2015, an estimated $30K.
  • Strategic Capital Alternatives first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2014 and held it in 3 quarters.
  • Strategic Capital Alternatives's WisdomTree US MidCap Dividend Fund position peaked at $30K in Q2 2015.
  • 138 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.