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Argent Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Argent Advisors’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
Q4 		– Sell
-4,710
Closed -$241K – 138
2024
Q3 		$241K Hold
4,710
– – 0.09% 127
2024
Q2 		$220K Sell
4,710
-320
-6% -$15.1K 0.09% 130
2024
Q1 		$245K Sell
5,030
-200
-4% -$9.17K 0.1% 122
2023
Q4 		$239K Hold
5,230
– – 0.1% 125
2023
Q3 		$214K Buy
+5,230
New +$223K 0.1% 123
2020
Q1 		– Sell
-1
Closed – – 225
2019
Q4 		$0 Buy
+1
New +$37 ﹤0.01% 509

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Argent Advisors's DON Position: Q4 2024 in Review

Argent Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2024, closing a stake of 4,710 shares — an estimated $241K sold.

Argent Advisors first reported a position in DON in Q4 2019 and held it in 6 quarters. The position peaked at $245K in Q1 2024. 444 funds tracked by Wall St. Rank hold DON as of Q4 2024.

  • Argent Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Argent Advisors sold 4,710 WisdomTree US MidCap Dividend Fund shares in Q4 2024, an estimated $241K.
  • Argent Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and held it in 6 quarters.
  • Argent Advisors's WisdomTree US MidCap Dividend Fund position peaked at $245K in Q1 2024.
  • 444 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2024.

Based on Argent Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.