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Affiance Financial’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Affiance Financial’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
-719
Closed -$29.6K – 178
2022
Q4 		$29.6K Buy
+719
New +$29.7K 0.01% 207

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Affiance Financial's DON Position: Q1 2023 in Review

Affiance Financial sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2023, closing a stake of 719 shares — an estimated $29.6K sold.

Affiance Financial first reported a position in DON in Q4 2022 and held it in 1 quarter. The position peaked at $29.6K in Q4 2022. 367 funds tracked by Wall St. Rank hold DON as of Q1 2023.

  • Affiance Financial reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 719 WisdomTree US MidCap Dividend Fund shares in Q1 2023, an estimated $29.6K.
  • Affiance Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and held it in 1 quarter.
  • Affiance Financial's WisdomTree US MidCap Dividend Fund position peaked at $29.6K in Q4 2022.
  • 367 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.