Acorn Financial Advisory Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Acorn Financial Advisory Services’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 Q1	–	Sell	-5,003	Closed	-$206K	–	226
2022 Q4	$206K	Buy	+5,003	New	+$207K	0.04%	208
2022 Q2	–	Sell	-5,003	Closed	-$223K	–	214
2022 Q1	$223K	Sell	5,003 -412	-8%	-$18K	0.04%	209
2021 Q4	$242K	Buy	5,415 +130	+2%	+$5.67K	0.05%	198
2021 Q3	$219K	Hold	5,285	–	–	0.07%	205
2021 Q2	$222K	Buy	+5,285	New	+$224K	0.07%	221

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Acorn Financial Advisory Services's DON Position: Q1 2023 in Review

Acorn Financial Advisory Services sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2023, closing a stake of 5,003 shares — an estimated $206K sold.

Acorn Financial Advisory Services first reported a position in DON in Q2 2021 and held it in 5 quarters. The position peaked at $242K in Q4 2021. 367 funds tracked by Wall St. Rank hold DON as of Q1 2023.

Acorn Financial Advisory Services reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
Acorn Financial Advisory Services sold 5,003 WisdomTree US MidCap Dividend Fund shares in Q1 2023, an estimated $206K.
Acorn Financial Advisory Services first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2021 and held it in 5 quarters.
Acorn Financial Advisory Services's WisdomTree US MidCap Dividend Fund position peaked at $242K in Q4 2021.
367 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2023.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2023, filed 26 Apr 2023.