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

Vontobel Swiss 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
2021 Q2	$346K	Buy	8,700 +734	+9%	+$31.1K	0.18%	64
2021 Q1	$322K	Sell	7,966 -226	-3%	-$8.6K	0.18%	63
2020 Q4	$285K	Buy	+8,192	New	+$266K	0.16%	63
2019 Q3	–	Sell	-7,807	Closed	-$283K	–	106
2019 Q2	$283K	Sell	7,807 -3,975	-34%	-$143K	0.15%	104
2019 Q1	$421K	Sell	11,782 -11,920	-50%	-$416K	0.46%	34
2018 Q4	$739K	Sell	23,702 -550	-2%	-$18.9K	0.55%	40
2018 Q3	$880K	Buy	24,252 +6,005	+33%	+$221K	0.52%	42
2018 Q2	$653K	Buy	18,247 +4,500	+33%	+$158K	0.37%	44
2018 Q1	$469K	Buy	13,747 +2,872	+26%	+$100K	0.25%	54
2017 Q4	$382K	Buy	+10,875	New	+$372K	0.22%	58

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

Vontobel Swiss Wealth Advisors's DON Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 9.2% in Q2 2021, buying an estimated $31.1K and bringing the position to 8,700 shares worth $346K. The position accounts for 0.18% of the portfolio, ranked #64.

Vontobel Swiss Wealth Advisors first reported a position in DON in Q4 2017 and has held it in 10 quarters since. The position peaked at $880K in Q3 2018. 312 funds tracked by Wall St. Rank hold DON as of Q2 2021.

Vontobel Swiss Wealth Advisors held 8,700 shares of WisdomTree US MidCap Dividend Fund worth $346K as of Q2 2021.
Vontobel Swiss Wealth Advisors bought 734 WisdomTree US MidCap Dividend Fund shares in Q2 2021, an estimated $31.1K.
WisdomTree US MidCap Dividend Fund made up 0.18% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #64 holding.
Vontobel Swiss Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2017 and has held it in 10 quarters since.
Vontobel Swiss Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $880K in Q3 2018.
312 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.