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

V Wealth 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
2017
Q3 		– Sell
-1,920
Closed -$63K – 327
2017
Q2 		$63K Buy
+1,920
New +$62.2K 0.03% 284

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

V Wealth Advisors's DON Position: Q3 2017 in Review

V Wealth Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2017, closing a stake of 1,920 shares — an estimated $63K sold.

V Wealth Advisors first reported a position in DON in Q2 2017 and held it in 1 quarter. The position peaked at $63K in Q2 2017. 212 funds tracked by Wall St. Rank hold DON as of Q3 2017.

  • V Wealth Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 1,920 WisdomTree US MidCap Dividend Fund shares in Q3 2017, an estimated $63K.
  • V Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $63K in Q2 2017.
  • 212 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.