Strategic Wealth Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Strategic Wealth Partners’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
2019 Q1	–	Sell	-1,697	Closed	-$59K	–	776
2018 Q4	$59K	Sell	1,697 -326	-16%	-$11.2K	0.03%	214
2018 Q3	$75K	Hold	2,023	–	–	0.04%	201
2018 Q2	$72K	Buy	2,023 +47	+2%	+$1.65K	0.04%	225
2018 Q1	$67K	Buy	+1,976	New	+$69K	0.03%	220

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Strategic Wealth Partners's DON Position: Q1 2019 in Review

Strategic Wealth Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2019, closing a stake of 1,697 shares — an estimated $59K sold.

Strategic Wealth Partners first reported a position in DON in Q1 2018 and held it in 4 quarters. The position peaked at $75K in Q3 2018. 306 funds tracked by Wall St. Rank hold DON as of Q1 2019.

Strategic Wealth Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
Strategic Wealth Partners sold 1,697 WisdomTree US MidCap Dividend Fund shares in Q1 2019, an estimated $59K.
Strategic Wealth Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2018 and held it in 4 quarters.
Strategic Wealth Partners's WisdomTree US MidCap Dividend Fund position peaked at $75K in Q3 2018.
306 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2019.

Based on Strategic Wealth Partners's 13F filing for Q1 2019, filed 14 May 2019.