Wealthcare Capital Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Wealthcare Capital Management’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	–	Sell	-273	Closed	-$11K	–	231
2021 Q1	$11K	Buy	+273	New	+$10.4K	﹤0.01%	265
2020 Q2	–	Sell	-273	Closed	-$7K	–	100
2020 Q1	$7K	Hold	273	–	–	﹤0.01%	158
2019 Q4	$10K	Hold	273	–	–	﹤0.01%	188
2019 Q3	$10K	Hold	273	–	–	﹤0.01%	156
2019 Q2	$10K	Hold	273	–	–	﹤0.01%	146
2019 Q1	$10K	Hold	273	–	–	﹤0.01%	155
2018 Q4	$9K	Hold	273	–	–	﹤0.01%	153
2018 Q3	$10K	Hold	273	–	–	﹤0.01%	154
2018 Q2	$10K	Hold	273	–	–	﹤0.01%	149
2018 Q1	$9K	Hold	273	–	–	﹤0.01%	151
2017 Q4	$10K	Hold	273	–	–	﹤0.01%	137
2017 Q3	$9K	Buy	+273	New	+$8.9K	﹤0.01%	133
2015 Q2	–	Sell	-3,480	Closed	-$100K	–	515
2015 Q1	$100K	Buy	+3,480	New	+$98.6K	0.01%	155

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

Wealthcare Capital Management's DON Position: Q2 2021 in Review

Wealthcare Capital Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2021, closing a stake of 273 shares — an estimated $11K sold.

Wealthcare Capital Management first reported a position in DON in Q1 2015 and held it in 13 quarters. The position peaked at $100K in Q1 2015. 312 funds tracked by Wall St. Rank hold DON as of Q2 2021.

Wealthcare Capital Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 273 WisdomTree US MidCap Dividend Fund shares in Q2 2021, an estimated $11K.
Wealthcare Capital Management first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2015 and held it in 13 quarters.
Wealthcare Capital Management's WisdomTree US MidCap Dividend Fund position peaked at $100K in Q1 2015.
312 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.