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Almanack Investment Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Almanack Investment 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
2022
Q4 		– Sell
-1,143
Closed -$43K – 429
2022
Q3 		$43K Buy
+1,143
New +$47.1K 0.01% 285
2020
Q3 		– Sell
-213,322
Closed -$6.05M – 371
2020
Q2 		$6.05M Buy
+213,322
New +$5.76M 1.08% 26

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 $2.31B AUM 28.23% 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

Almanack Investment Partners's DON Position: Q4 2022 in Review

Almanack Investment Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2022, closing a stake of 1,143 shares — an estimated $43K sold.

Almanack Investment Partners first reported a position in DON in Q2 2020 and held it in 2 quarters. The position peaked at $6.05M in Q2 2020. 367 funds tracked by Wall St. Rank hold DON as of Q4 2022.

  • Almanack Investment Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 1,143 WisdomTree US MidCap Dividend Fund shares in Q4 2022, an estimated $43K.
  • Almanack Investment Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2020 and held it in 2 quarters.
  • Almanack Investment Partners's WisdomTree US MidCap Dividend Fund position peaked at $6.05M in Q2 2020.
  • 367 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.