Winslow Evans & Crocker’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$10K	Hold	300	–	–	﹤0.01%	945
2020 Q3	$9K	Hold	300	–	–	﹤0.01%	771
2020 Q2	$9K	Hold	300	–	–	﹤0.01%	755
2020 Q1	$8K	Hold	300	–	–	﹤0.01%	743
2019 Q4	$12K	Sell	300 -726	-71%	-$26.8K	﹤0.01%	765
2019 Q3	$38K	Hold	1,026	–	–	0.01%	545
2019 Q2	$38K	Hold	1,026	–	–	0.01%	566
2019 Q1	$38K	Hold	1,026	–	–	0.01%	548
2018 Q4	$34K	Buy	1,026 +726	+242%	+$24.9K	0.01%	525
2018 Q3	$12K	Hold	300	–	–	﹤0.01%	759
2018 Q2	$12K	Hold	300	–	–	﹤0.01%	763
2018 Q1	$10.2K	Hold	300	–	–	﹤0.01%	785
2017 Q4	$10.6K	Hold	300	–	–	﹤0.01%	796
2017 Q3	$10K	Sell	300 -690	-70%	-$22.5K	﹤0.01%	822
2017 Q2	$32.3K	Hold	990	–	–	0.01%	652
2017 Q1	$32.2K	Hold	990	–	–	0.01%	639
2016 Q4	$31.1K	Sell	990 -210	-18%	-$6.41K	0.01%	643
2016 Q3	$36.4K	Buy	1,200 +900	+300%	+$27.3K	0.01%	610
2016 Q2	$8.95K	Hold	300	–	–	﹤0.01%	906
2016 Q1	$8.61K	Hold	300	–	–	﹤0.01%	914
2015 Q4	$8.05K	Hold	300	–	–	﹤0.01%	957
2015 Q3	$7.77K	Buy	+300	New	+$8.12K	﹤0.01%	941

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Winslow Evans & Crocker's DON Position: Q4 2020 in Review

Winslow Evans & Crocker held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q4 2020 at 300 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Winslow Evans & Crocker first reported a position in DON in Q3 2015 and has held it in 22 quarters since. The position peaked at $38K in Q3 2019. 308 funds tracked by Wall St. Rank hold DON as of Q4 2020.

Winslow Evans & Crocker held 300 shares of WisdomTree US MidCap Dividend Fund worth $10K as of Q4 2020.
Winslow Evans & Crocker left its WisdomTree US MidCap Dividend Fund share count unchanged in Q4 2020.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #945 holding.
Winslow Evans & Crocker first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2015 and has held it in 22 quarters since.
Winslow Evans & Crocker's WisdomTree US MidCap Dividend Fund position peaked at $38K in Q3 2019.
308 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.