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

Tranquility 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
Q4 		– Sell
-7,880
Closed -$286K – 154
2019
Q3 		$286K Buy
7,880
+870
+12% +$31.1K 0.3% 108
2019
Q2 		$254K Buy
+7,010
New +$252K 0.27% 117

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFA
Johanson Financial Advisors Campbell, California $326M AUM 23.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LW
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tranquility Partners's DON Position: Q4 2019 in Review

Tranquility Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2019, closing a stake of 7,880 shares — an estimated $286K sold.

Tranquility Partners first reported a position in DON in Q2 2019 and held it in 2 quarters. The position peaked at $286K in Q3 2019. 351 funds tracked by Wall St. Rank hold DON as of Q4 2019.

  • Tranquility Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2019 after selling out during the quarter.
  • Tranquility Partners sold 7,880 WisdomTree US MidCap Dividend Fund shares in Q4 2019, an estimated $286K.
  • Tranquility Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2019 and held it in 2 quarters.
  • Tranquility Partners's WisdomTree US MidCap Dividend Fund position peaked at $286K in Q3 2019.
  • 351 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2019.

Based on Tranquility Partners's 13F filing for Q4 2019, filed 3 Feb 2020.