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

Transamerica Financial Advisors’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 Q3	–	Sell	-212,408	Closed	-$7.69M	–	184
2019 Q2	$7.69M	Buy	+212,408	New	+$7.63M	1.66%	12
2019 Q1	–	Sell	-158,937	Closed	-$5.03M	–	173
2018 Q4	$5.03M	Buy	158,937 +10,034	+7%	+$344K	1.29%	20
2018 Q3	$5.49M	Buy	148,903 +12,256	+9%	+$451K	1.17%	22
2018 Q2	$4.89M	Buy	136,647 +11,985	+10%	+$421K	1.08%	24
2018 Q1	$4.25M	Buy	124,662 +17,943	+17%	+$626K	0.63%	55
2017 Q4	$3.77M	Buy	106,719 +14,118	+15%	+$483K	0.5%	64
2017 Q3	$3.09M	Buy	92,601 +22,401	+32%	+$731K	0.38%	82
2017 Q2	$2.29M	Buy	70,200 +36,999	+111%	+$1.2M	0.31%	95
2017 Q1	$1.08M	Buy	+33,201	New	+$1.07M	0.13%	145

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

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 San Diego, California $377B AUM 19.32% 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

Transamerica Financial Advisors's DON Position: Q3 2019 in Review

Transamerica Financial Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2019, closing a stake of 212,408 shares — an estimated $7.69M sold.

Transamerica Financial Advisors first reported a position in DON in Q1 2017 and held it in 9 quarters. The position peaked at $7.69M in Q2 2019. 310 funds tracked by Wall St. Rank hold DON as of Q3 2019.

Transamerica Financial Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
Transamerica Financial Advisors sold 212,408 WisdomTree US MidCap Dividend Fund shares in Q3 2019, an estimated $7.69M.
Transamerica Financial Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2017 and held it in 9 quarters.
Transamerica Financial Advisors's WisdomTree US MidCap Dividend Fund position peaked at $7.69M in Q2 2019.
310 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2019.

Based on Transamerica Financial Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.