1IA
DON icon

1834 Investment Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

1834 Investment Advisors’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
2022
Q4 		– Sell
-6,745
Closed -$254K – 187
2022
Q3 		$254K Sell
6,745
-599
-8% -$24.7K 0.04% 172
2022
Q2 		$286K Buy
7,344
+683
+10% +$28.8K 0.04% 162
2022
Q1 		$296K Hold
6,661
– – 0.04% 162
2021
Q4 		$295K Sell
6,661
-210
-3% -$9.16K 0.03% 161
2021
Q3 		$285K Buy
6,871
+250
+4% +$10.5K 0.03% 160
2021
Q2 		$278K Sell
6,621
-162
-2% -$6.86K 0.03% 170
2021
Q1 		$274K Buy
6,783
+309
+5% +$11.8K 0.04% 169
2020
Q4 		$225K Buy
6,474
+295
+5% +$9.59K 0.03% 180
2020
Q3 		$179K Sell
6,179
-7,613
-55% -$224K 0.03% 190
2020
Q2 		$391K Buy
13,792
+1,390
+11% +$37.5K 0.06% 130
2020
Q1 		$300K Buy
12,402
+2,580
+26% +$86.8K 0.06% 140
2019
Q4 		$374K Sell
9,822
-59
-0.6% -$2.18K 0.06% 137
2019
Q3 		$359K Buy
9,881
+1,297
+15% +$46.4K 0.05% 143
2019
Q2 		$311K Buy
8,584
+1,115
+15% +$40K 0.05% 148
2019
Q1 		$267K Buy
7,469
+329
+5% +$11.5K 0.04% 169
2018
Q4 		$226K Buy
7,140
+492
+7% +$16.9K 0.04% 168
2018
Q3 		$245K Hold
6,648
– – 0.04% 174
2018
Q2 		$238K Buy
6,648
+205
+3% +$7.19K 0.04% 170
2018
Q1 		$220K Buy
6,443
+1,842
+40% +$64.3K 0.04% 172
2017
Q4 		$162K Buy
+4,601
New +$157K 0.03% 198

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

1834 Investment Advisors's DON Position: Q4 2022 in Review

1834 Investment Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2022, closing a stake of 6,745 shares — an estimated $254K sold.

1834 Investment Advisors first reported a position in DON in Q4 2017 and held it in 20 quarters. The position peaked at $391K in Q2 2020. 367 funds tracked by Wall St. Rank hold DON as of Q4 2022.

  • 1834 Investment Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 6,745 WisdomTree US MidCap Dividend Fund shares in Q4 2022, an estimated $254K.
  • 1834 Investment Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2017 and held it in 20 quarters.
  • 1834 Investment Advisors's WisdomTree US MidCap Dividend Fund position peaked at $391K in Q2 2020.
  • 367 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2022.

Based on 1834 Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.