Truvestments Capital’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Truvestments Capital’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 Q1	–	Sell	-57,300	Closed	-$2.18M	–	518
2019 Q4	$2.18M	Hold	57,300	–	–	1.51%	16
2019 Q3	$2.08M	Sell	57,300 -11,906	-17%	-$426K	1.36%	15
2019 Q2	$2.5M	Sell	69,206 -7,169	-9%	-$257K	1.69%	11
2019 Q1	$2.73M	Buy	+76,375	New	+$2.67M	2.1%	7
2018 Q3	$4.08M	Sell	110,626 -606	-0.5%	-$22.3K	1.96%	6
2018 Q2	$3.98M	Buy	+111,232	New	+$3.9M	2.5%	6

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Truvestments Capital's DON Position: Q1 2020 in Review

Truvestments Capital sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2020, closing a stake of 57,300 shares — an estimated $2.18M sold.

Truvestments Capital first reported a position in DON in Q2 2018 and held it in 6 quarters. The position peaked at $4.08M in Q3 2018. 306 funds tracked by Wall St. Rank hold DON as of Q1 2020.

Truvestments Capital reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Truvestments Capital sold 57,300 WisdomTree US MidCap Dividend Fund shares in Q1 2020, an estimated $2.18M.
Truvestments Capital first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2018 and held it in 6 quarters.
Truvestments Capital's WisdomTree US MidCap Dividend Fund position peaked at $4.08M in Q3 2018.
306 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2020.

Based on Truvestments Capital's 13F filing for Q1 2020, filed 7 May 2020.