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

Argent Financial Group’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 Q3	$640K	Buy	+12,524	New	+$612K	0.08%	189

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Argent Financial Group's DON Position: Q3 2024 in Review

Argent Financial Group opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q3 2024: 12,524 shares worth $640K. The stake represents 0.08% of the portfolio and ranks #189 among its holdings.

419 funds tracked by Wall St. Rank hold DON as of Q3 2024.

Argent Financial Group held 12,524 shares of WisdomTree US MidCap Dividend Fund worth $640K as of Q3 2024.
WisdomTree US MidCap Dividend Fund was a new Argent Financial Group position in Q3 2024.
WisdomTree US MidCap Dividend Fund made up 0.08% of Argent Financial Group's portfolio in Q3 2024, its #189 holding.
419 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.