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

Wealth Quarterback’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
Q2 		– Sell
-36
Closed -$870 – 273
2020
Q1 		$870 Sell
36
-1,440
-98% -$48.5K ﹤0.01% 845
2019
Q4 		$12.9K Buy
+1,476
New +$54.6K 0.01% 464

Other funds holding DON

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
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wealth Quarterback's DON Position: Q2 2020 in Review

Wealth Quarterback sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2020, closing a stake of 36 shares — an estimated $870 sold.

Wealth Quarterback first reported a position in DON in Q4 2019 and held it in 2 quarters. The position peaked at $12.9K in Q4 2019. 285 funds tracked by Wall St. Rank hold DON as of Q2 2020.

  • Wealth Quarterback reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • Wealth Quarterback sold 36 WisdomTree US MidCap Dividend Fund shares in Q2 2020, an estimated $870.
  • Wealth Quarterback first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and held it in 2 quarters.
  • Wealth Quarterback's WisdomTree US MidCap Dividend Fund position peaked at $12.9K in Q4 2019.
  • 285 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2020.

Based on Wealth Quarterback's 13F filing for Q2 2020, filed 17 Aug 2020.