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American National Bank & Trust’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

American National Bank & Trust’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
2024
Q1 		– Sell
-400
Closed -$18.3K – 502
2023
Q4 		$18.3K Buy
+400
New +$16.8K ﹤0.01% 371

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American National Bank & Trust's DON Position: Q1 2024 in Review

American National Bank & Trust sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2024, closing a stake of 400 shares — an estimated $18.3K sold.

American National Bank & Trust first reported a position in DON in Q4 2023 and held it in 1 quarter. The position peaked at $18.3K in Q4 2023. 426 funds tracked by Wall St. Rank hold DON as of Q1 2024.

  • American National Bank & Trust reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • American National Bank & Trust sold 400 WisdomTree US MidCap Dividend Fund shares in Q1 2024, an estimated $18.3K.
  • American National Bank & Trust first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and held it in 1 quarter.
  • American National Bank & Trust's WisdomTree US MidCap Dividend Fund position peaked at $18.3K in Q4 2023.
  • 426 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2024.

Based on American National Bank & Trust's 13F filing for Q1 2024, filed 10 Apr 2024.