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

US 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
2016 Q2	–	Sell	-1,215	Closed	-$35K	–	125
2016 Q1	$35K	Hold	1,215	–	–	0.06%	106
2015 Q4	$33K	Hold	1,215	–	–	0.03%	184
2015 Q3	$31K	Hold	1,215	–	–	0.05%	161
2015 Q2	$33K	Hold	1,215	–	–	0.03%	137
2015 Q1	$35K	Hold	1,215	–	–	0.03%	142
2014 Q4	$34K	Buy	+1,215	New	+$32.9K	0.03%	136

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

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

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

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

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFG

Noven Financial Group Denver, Colorado $123M AUM 5.23% 1-Year Est. Return

US Financial Advisors's DON Position: Q2 2016 in Review

US Financial Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2016, closing a stake of 1,215 shares — an estimated $35K sold.

US Financial Advisors first reported a position in DON in Q4 2014 and held it in 6 quarters. The position peaked at $35K in Q1 2016. 167 funds tracked by Wall St. Rank hold DON as of Q2 2016.

US Financial Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 1,215 WisdomTree US MidCap Dividend Fund shares in Q2 2016, an estimated $35K.
US Financial Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2014 and held it in 6 quarters.
US Financial Advisors's WisdomTree US MidCap Dividend Fund position peaked at $35K in Q1 2016.
167 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.