Aspire Private Capital’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Aspire Private Capital’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	-570	Closed	-$29.1K	–	287
2024 Q3	$29.1K	Hold	570	–	–	0.01%	275
2024 Q2	$26.7K	Hold	570	–	–	0.01%	290
2024 Q1	$27.8K	Hold	570	–	–	0.01%	284
2023 Q4	$26K	Hold	570	–	–	0.01%	282
2023 Q3	$23.3K	Hold	570	–	–	0.01%	291
2023 Q2	$24K	Hold	570	–	–	0.01%	273
2023 Q1	$23.4K	Hold	570	–	–	0.01%	270
2022 Q4	$23.4K	Hold	570	–	–	0.01%	267
2022 Q3	$21K	Hold	570	–	–	0.01%	268
2022 Q2	$22K	Hold	570	–	–	0.01%	268
2022 Q1	$25K	Buy	+570	New	+$24.9K	0.01%	261

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Aspire Private Capital's DON Position: Q4 2024 in Review

Aspire Private Capital sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2024, closing a stake of 570 shares — an estimated $29.1K sold.

Aspire Private Capital first reported a position in DON in Q1 2022 and held it in 11 quarters. The position peaked at $29.1K in Q3 2024. 444 funds tracked by Wall St. Rank hold DON as of Q4 2024.

Aspire Private Capital reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 570 WisdomTree US MidCap Dividend Fund shares in Q4 2024, an estimated $29.1K.
Aspire Private Capital first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2022 and held it in 11 quarters.
Aspire Private Capital's WisdomTree US MidCap Dividend Fund position peaked at $29.1K in Q3 2024.
444 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.