WealthPLAN Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

WealthPLAN Partners’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
2016 Q3	$88.7K	Buy	+2,979	New	+$90.5K	0.03%	246

Other funds holding DON

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

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthPLAN Partners's DON Position: Q3 2016 in Review

WealthPLAN Partners opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q3 2016: 2,979 shares worth $88.7K. The stake represents 0.03% of the portfolio and ranks #246 among its holdings.

185 funds tracked by Wall St. Rank hold DON as of Q3 2016.

WealthPLAN Partners held 2,979 shares of WisdomTree US MidCap Dividend Fund worth $88.7K as of Q3 2016.
WisdomTree US MidCap Dividend Fund was a new WealthPLAN Partners position in Q3 2016.
WisdomTree US MidCap Dividend Fund made up 0.03% of WealthPLAN Partners's portfolio in Q3 2016, its #246 holding.
185 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.