WhitTier Trust Company’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

WhitTier Trust Company’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	-1,700	Closed	-$54K	–	1008
2018 Q4	$54K	Hold	1,700	–	–	﹤0.01%	556
2018 Q3	$63K	Hold	1,700	–	–	﹤0.01%	568
2018 Q2	$61K	Hold	1,700	–	–	﹤0.01%	569
2018 Q1	$58K	Buy	+1,700	New	+$59.3K	﹤0.01%	582

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 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 $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WhitTier Trust Company's DON Position: Q1 2019 in Review

WhitTier Trust Company sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2019, closing a stake of 1,700 shares — an estimated $54K sold.

WhitTier Trust Company first reported a position in DON in Q1 2018 and held it in 4 quarters. The position peaked at $63K in Q3 2018. 306 funds tracked by Wall St. Rank hold DON as of Q1 2019.

WhitTier Trust Company reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
WhitTier Trust Company sold 1,700 WisdomTree US MidCap Dividend Fund shares in Q1 2019, an estimated $54K.
WhitTier Trust Company first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2018 and held it in 4 quarters.
WhitTier Trust Company's WisdomTree US MidCap Dividend Fund position peaked at $63K in Q3 2018.
306 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2019.

Based on WhitTier Trust Company's 13F filing for Q1 2019, filed 29 Apr 2019.