VCP
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Verus Capital Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Verus Capital Partners’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 		$72K Buy
2,976
+255
+9% +$8.58K 0.02% 390
2019
Q4 		$104K Buy
+2,721
New +$101K 0.03% 368

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LW
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Verus Capital Partners's DON Position: Q1 2020 in Review

Verus Capital Partners increased its WisdomTree US MidCap Dividend Fund (DON) stake by 9.4% in Q1 2020, buying an estimated $8.58K and bringing the position to 2,976 shares worth $72K. The position accounts for 0.02% of the portfolio, ranked #390.

Verus Capital Partners first reported a position in DON in Q4 2019 and has held it in 2 quarters since. The position peaked at $104K in Q4 2019. 306 funds tracked by Wall St. Rank hold DON as of Q1 2020.

  • Verus Capital Partners held 2,976 shares of WisdomTree US MidCap Dividend Fund worth $72K as of Q1 2020.
  • Verus Capital Partners bought 255 WisdomTree US MidCap Dividend Fund shares in Q1 2020, an estimated $8.58K.
  • WisdomTree US MidCap Dividend Fund made up 0.02% of Verus Capital Partners's portfolio in Q1 2020, its #390 holding.
  • Verus Capital Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's WisdomTree US MidCap Dividend Fund position peaked at $104K in Q4 2019.
  • 306 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.