Suntrust Banks’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Suntrust Banks’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
2014 Q4	–	Sell	-11,103	Closed	-$289K	–	1209
2014 Q3	$289K	Hold	11,103	–	–	﹤0.01%	1182
2014 Q2	$302K	Sell	11,103 -31,308	-74%	-$819K	﹤0.01%	1201
2014 Q1	$1.09M	Buy	42,411 +921	+2%	+$22.9K	﹤0.01%	919
2013 Q4	$1.03M	Sell	41,490 -1,662	-4%	-$40.1K	﹤0.01%	909
2013 Q3	$999K	Sell	43,152 -16,557	-28%	-$379K	﹤0.01%	888
2013 Q2	$1.3M	Buy	+59,709	New	+$1.31M	0.01%	739

Other funds holding DON

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Suntrust Banks's DON Position: Q4 2014 in Review

Suntrust Banks sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2014, closing a stake of 11,103 shares — an estimated $289K sold.

Suntrust Banks first reported a position in DON in Q2 2013 and held it in 6 quarters. The position peaked at $1.3M in Q2 2013. 129 funds tracked by Wall St. Rank hold DON as of Q4 2014.

Suntrust Banks reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2014 after selling out during the quarter.
Suntrust Banks sold 11,103 WisdomTree US MidCap Dividend Fund shares in Q4 2014, an estimated $289K.
Suntrust Banks first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2013 and held it in 6 quarters.
Suntrust Banks's WisdomTree US MidCap Dividend Fund position peaked at $1.3M in Q2 2013.
129 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2014.

Based on Suntrust Banks's 13F filing for Q4 2014, filed 12 Feb 2015.