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

WealthShield’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
2017
Q4 		$127K Buy
+3,585
New +$123K 0.08% 134

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

WealthShield's DON Position: Q4 2017 in Review

WealthShield opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q4 2017: 3,585 shares worth $127K. The stake represents 0.08% of the portfolio and ranks #134 among its holdings.

246 funds tracked by Wall St. Rank hold DON as of Q4 2017.

  • WealthShield held 3,585 shares of WisdomTree US MidCap Dividend Fund worth $127K as of Q4 2017.
  • WisdomTree US MidCap Dividend Fund was a new WealthShield position in Q4 2017.
  • WisdomTree US MidCap Dividend Fund made up 0.08% of WealthShield's portfolio in Q4 2017, its #134 holding.
  • 246 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.