USAdvisors Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

USAdvisors Wealth Management’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 Q4	–	Sell	-8,770	Closed	-$253	–	87
2020 Q3	$253	Buy	8,770 +21	+0.2%	+$619	0.04%	62
2020 Q2	$248K	Buy	+8,749	New	+$236K	0.13%	64
2020 Q1	–	Sell	-7,313	Closed	-$278K	–	75
2019 Q4	$278K	Buy	+7,313	New	+$270K	0.14%	71

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

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

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

CWP

Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

USAdvisors Wealth Management's DON Position: Q4 2020 in Review

USAdvisors Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2020, closing a stake of 8,770 shares — an estimated $253 sold.

USAdvisors Wealth Management first reported a position in DON in Q4 2019 and held it in 3 quarters. The position peaked at $278K in Q4 2019. 308 funds tracked by Wall St. Rank hold DON as of Q4 2020.

USAdvisors Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
USAdvisors Wealth Management sold 8,770 WisdomTree US MidCap Dividend Fund shares in Q4 2020, an estimated $253.
USAdvisors Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and held it in 3 quarters.
USAdvisors Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $278K in Q4 2019.
308 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2020.

Based on USAdvisors Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.