WealthOne’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-735	Closed	-$23K	–	184
2018 Q4	$23K	Buy	+735	New	+$25.2K	0.02%	260

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

WealthOne's DON Position: Q1 2019 in Review

WealthOne sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2019, closing a stake of 735 shares — an estimated $23K sold.

WealthOne first reported a position in DON in Q4 2018 and held it in 1 quarter. The position peaked at $23K in Q4 2018. 306 funds tracked by Wall St. Rank hold DON as of Q1 2019.

WealthOne reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
WealthOne sold 735 WisdomTree US MidCap Dividend Fund shares in Q1 2019, an estimated $23K.
WealthOne first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2018 and held it in 1 quarter.
WealthOne's WisdomTree US MidCap Dividend Fund position peaked at $23K in Q4 2018.
306 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.