Surevest’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Surevest’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	-13,076	Closed	-$316K	–	85
2020 Q1	$316K	Sell	13,076 -87,658	-87%	-$2.95M	0.17%	82
2019 Q4	$3.83M	Sell	100,734 -13,492	-12%	-$499K	1.64%	10
2019 Q3	$4.15M	Buy	114,226 +1,027	+0.9%	+$36.7K	2.04%	8
2019 Q2	$4.1M	Buy	113,199 +21,417	+23%	+$769K	2.13%	8
2019 Q1	$3.29M	Buy	91,782 +5,115	+6%	+$179K	2.02%	10
2018 Q4	$2.74M	Buy	+86,667	New	+$2.97M	2.16%	12

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

Surevest's DON Position: Q2 2020 in Review

Surevest sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2020, closing a stake of 13,076 shares — an estimated $316K sold.

Surevest first reported a position in DON in Q4 2018 and held it in 6 quarters. The position peaked at $4.15M in Q3 2019. 285 funds tracked by Wall St. Rank hold DON as of Q2 2020.

Surevest reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
Surevest sold 13,076 WisdomTree US MidCap Dividend Fund shares in Q2 2020, an estimated $316K.
Surevest first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2018 and held it in 6 quarters.
Surevest's WisdomTree US MidCap Dividend Fund position peaked at $4.15M in Q3 2019.
285 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2020.

Based on Surevest's 13F filing for Q2 2020, filed 15 Jul 2020.