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

Wealth Architects’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
2018
Q1 		– Sell
-6,258
Closed -$221K – 132
2017
Q4 		$221K Buy
+6,258
New +$214K 0.07% 121

Other funds holding DON

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Wealth Architects's DON Position: Q1 2018 in Review

Wealth Architects sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2018, closing a stake of 6,258 shares — an estimated $221K sold.

Wealth Architects first reported a position in DON in Q4 2017 and held it in 1 quarter. The position peaked at $221K in Q4 2017. 260 funds tracked by Wall St. Rank hold DON as of Q1 2018.

  • Wealth Architects reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
  • Wealth Architects sold 6,258 WisdomTree US MidCap Dividend Fund shares in Q1 2018, an estimated $221K.
  • Wealth Architects first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2017 and held it in 1 quarter.
  • Wealth Architects's WisdomTree US MidCap Dividend Fund position peaked at $221K in Q4 2017.
  • 260 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2018.

Based on Wealth Architects's 13F filing for Q1 2018, filed 13 Apr 2018.