Accel Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-894	Closed	-$36.6K	–	344
2023 Q1	$36.6K	Buy	894 +5	+0.6%	+$213	0.02%	552
2022 Q4	$36.6K	Buy	889 +8	+0.9%	+$331	0.02%	415
2022 Q3	$35K	Buy	881 +6	+0.7%	+$247	0.02%	439
2022 Q2	$34K	Buy	875 +28	+3%	+$1.18K	0.02%	425
2022 Q1	$38K	Buy	847 +3	+0.4%	+$131	0.02%	419
2021 Q4	$37K	Buy	+844	New	+$36.8K	0.02%	438
2021 Q3	–	Sell	-833	Closed	-$35K	–	836
2021 Q2	$35K	Buy	833 +6	+0.7%	+$254	0.02%	407
2021 Q1	$33K	Buy	827 +1	+0.1%	+$38	0.03%	396
2020 Q4	$29K	Buy	+826	New	+$26.9K	0.03%	408

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FPIS

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Accel Wealth Management's DON Position: Q2 2023 in Review

Accel Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2023, closing a stake of 894 shares — an estimated $36.6K sold.

Accel Wealth Management first reported a position in DON in Q4 2020 and held it in 9 quarters. The position peaked at $38K in Q1 2022. 372 funds tracked by Wall St. Rank hold DON as of Q2 2023.

Accel Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 894 WisdomTree US MidCap Dividend Fund shares in Q2 2023, an estimated $36.6K.
Accel Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and held it in 9 quarters.
Accel Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $38K in Q1 2022.
372 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.