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Watson Rebecca’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Watson Rebecca’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
Q3 		– Sell
-128
Closed -$4K – 152
2020
Q2 		$4K Buy
+128
New +$3.46K ﹤0.01% 310

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Watson Rebecca's DON Position: Q3 2020 in Review

Watson Rebecca sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2020, closing a stake of 128 shares — an estimated $4K sold.

Watson Rebecca first reported a position in DON in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 279 funds tracked by Wall St. Rank hold DON as of Q3 2020.

  • Watson Rebecca reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
  • Watson Rebecca sold 128 WisdomTree US MidCap Dividend Fund shares in Q3 2020, an estimated $4K.
  • Watson Rebecca first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2020 and held it in 1 quarter.
  • Watson Rebecca's WisdomTree US MidCap Dividend Fund position peaked at $4K in Q2 2020.
  • 279 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.