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

Aprio 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
2020
Q4 		– Sell
-8,769
Closed -$254K – 54
2020
Q3 		$254K Sell
8,769
-110
-1% -$3.24K 0.18% 58
2020
Q2 		$252K Buy
+8,879
New +$240K 0.24% 54

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 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
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

Aprio Wealth Management's DON Position: Q4 2020 in Review

Aprio Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2020, closing a stake of 8,769 shares — an estimated $254K sold.

Aprio Wealth Management first reported a position in DON in Q2 2020 and held it in 2 quarters. The position peaked at $254K in Q3 2020. 308 funds tracked by Wall St. Rank hold DON as of Q4 2020.

  • Aprio Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Aprio Wealth Management sold 8,769 WisdomTree US MidCap Dividend Fund shares in Q4 2020, an estimated $254K.
  • Aprio Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2020 and held it in 2 quarters.
  • Aprio Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $254K in Q3 2020.
  • 308 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2020.

Based on Aprio Wealth Management's 13F filing for Q4 2020, filed 11 Jan 2021.