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Tompkins Financial’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Tompkins Financial’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
Q4 		– Sell
-79
Closed -$3K – 405
2019
Q3 		$3K Buy
+79
New +$2.82K ﹤0.01% 336

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Tompkins Financial's DON Position: Q4 2019 in Review

Tompkins Financial sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2019, closing a stake of 79 shares — an estimated $3K sold.

Tompkins Financial first reported a position in DON in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 351 funds tracked by Wall St. Rank hold DON as of Q4 2019.

  • Tompkins Financial reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2019 after selling out during the quarter.
  • Tompkins Financial sold 79 WisdomTree US MidCap Dividend Fund shares in Q4 2019, an estimated $3K.
  • Tompkins Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2019 and held it in 1 quarter.
  • Tompkins Financial's WisdomTree US MidCap Dividend Fund position peaked at $3K in Q3 2019.
  • 351 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2019.

Based on Tompkins Financial's 13F filing for Q4 2019, filed 15 Jan 2020.