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

Aspire 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
2023
Q1 		– Sell
-104
Closed -$4.28K – 194
2022
Q4 		$4.28K Hold
104
– – ﹤0.01% 176
2022
Q3 		$4K Sell
104
-173
-62% -$7.12K ﹤0.01% 155
2022
Q2 		$11K Buy
277
+1
+0.4% +$42 0.01% 145
2022
Q1 		$12K Sell
276
-2,281
-89% -$99.7K 0.01% 143
2021
Q4 		$113K Buy
+2,557
New +$112K 0.09% 103

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Aspire Wealth Management's DON Position: Q1 2023 in Review

Aspire Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2023, closing a stake of 104 shares — an estimated $4.28K sold.

Aspire Wealth Management first reported a position in DON in Q4 2021 and held it in 5 quarters. The position peaked at $113K in Q4 2021. 367 funds tracked by Wall St. Rank hold DON as of Q1 2023.

  • Aspire Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Aspire Wealth Management sold 104 WisdomTree US MidCap Dividend Fund shares in Q1 2023, an estimated $4.28K.
  • Aspire Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and held it in 5 quarters.
  • Aspire Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $113K in Q4 2021.
  • 367 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2023.

Based on Aspire Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.