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

YorkBridge Wealth 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
2019 Q3	–	Sell	-1,365	Closed	-$49K	–	290
2019 Q2	$49K	Hold	1,365	–	–	0.02%	368
2019 Q1	$49K	Hold	1,365	–	–	0.02%	360
2018 Q4	$43K	Hold	1,365	–	–	0.02%	344
2018 Q3	$50K	Hold	1,365	–	–	0.02%	358
2018 Q2	$49K	Hold	1,365	–	–	0.02%	365
2018 Q1	$47K	Hold	1,365	–	–	0.02%	372
2017 Q4	$46K	Sell	1,365 -1,497	-52%	-$51.2K	0.02%	380
2017 Q3	$95K	Hold	2,862	–	–	0.05%	290
2017 Q2	$94K	Hold	2,862	–	–	0.05%	283
2017 Q1	$93K	Buy	2,862 +795	+38%	+$25.6K	0.05%	276
2016 Q4	$65K	Buy	+2,067	New	+$63.1K	0.04%	320

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

YorkBridge Wealth Partners's DON Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2019, closing a stake of 1,365 shares — an estimated $49K sold.

YorkBridge Wealth Partners first reported a position in DON in Q4 2016 and held it in 11 quarters. The position peaked at $95K in Q3 2017. 310 funds tracked by Wall St. Rank hold DON as of Q3 2019.

YorkBridge Wealth Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,365 WisdomTree US MidCap Dividend Fund shares in Q3 2019, an estimated $49K.
YorkBridge Wealth Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's WisdomTree US MidCap Dividend Fund position peaked at $95K in Q3 2017.
310 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.