United Bank (Virginia)’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

United Bank (Virginia)’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
2021 Q2	–	Sell	-10,084	Closed	-$408K	–	171
2021 Q1	$408K	Sell	10,084 -10,321	-51%	-$393K	0.06%	120
2020 Q4	$710K	Sell	20,405 -5,607	-22%	-$182K	0.11%	93
2020 Q3	$752K	Sell	26,012 -46,320	-64%	-$1.36M	0.13%	78
2020 Q2	$2.05M	Sell	72,332 -23,695	-25%	-$640K	0.37%	44
2020 Q1	$2.32M	Sell	96,027 -7,776	-7%	-$262K	0.5%	39
2019 Q4	$3.95M	Sell	103,803 -17,393	-14%	-$643K	0.68%	32
2019 Q3	$4.4M	Buy	121,196 +675	+0.6%	+$24.1K	0.8%	30
2019 Q2	$4.36M	Buy	120,521 +42,757	+55%	+$1.54M	0.73%	33
2019 Q1	$2.78M	Sell	77,764 -5,284	-6%	-$185K	0.5%	38
2018 Q4	$2.63M	Buy	83,048 +51,239	+161%	+$1.76M	0.55%	38
2018 Q3	$1.17M	Buy	31,809 +4,444	+16%	+$164K	0.25%	56
2018 Q2	$980K	Buy	27,365 +16,803	+159%	+$590K	0.23%	58
2018 Q1	$360K	Buy	+10,562	New	+$369K	0.08%	94

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

United Bank (Virginia)'s DON Position: Q2 2021 in Review

United Bank (Virginia) sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2021, closing a stake of 10,084 shares — an estimated $408K sold.

United Bank (Virginia) first reported a position in DON in Q1 2018 and held it in 13 quarters. The position peaked at $4.4M in Q3 2019. 312 funds tracked by Wall St. Rank hold DON as of Q2 2021.

United Bank (Virginia) reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
United Bank (Virginia) sold 10,084 WisdomTree US MidCap Dividend Fund shares in Q2 2021, an estimated $408K.
United Bank (Virginia) first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2018 and held it in 13 quarters.
United Bank (Virginia)'s WisdomTree US MidCap Dividend Fund position peaked at $4.4M in Q3 2019.
312 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2021.

Based on United Bank (Virginia)'s 13F filing for Q2 2021, filed 16 Aug 2021.