Atlanta Financial Associates’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Atlanta Financial Associates’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
2021 Q1	$766K	Hold	21,994	–	–	0.36%	28
2020 Q4	$766K	Sell	21,994 -1,041	-5%	-$33.8K	0.36%	28
2020 Q3	$666K	Hold	23,035	–	–	0.34%	28
2020 Q2	$653K	Sell	23,035 -1,687	-7%	-$45.6K	0.36%	24
2020 Q1	$597K	Buy	+24,722	New	+$832K	0.47%	24

Other funds holding DON

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atlanta Financial Associates's DON Position: Q1 2021 in Review

Atlanta Financial Associates held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q1 2021 at 21,994 shares worth $766K. The position accounts for 0.36% of the portfolio, ranked #28.

Atlanta Financial Associates first reported a position in DON in Q1 2020 and has held it in 5 quarters since. 309 funds tracked by Wall St. Rank hold DON as of Q1 2021.

Atlanta Financial Associates held 21,994 shares of WisdomTree US MidCap Dividend Fund worth $766K as of Q1 2021.
Atlanta Financial Associates left its WisdomTree US MidCap Dividend Fund share count unchanged in Q1 2021.
WisdomTree US MidCap Dividend Fund made up 0.36% of Atlanta Financial Associates's portfolio in Q1 2021, its #28 holding.
Atlanta Financial Associates first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2020 and has held it in 5 quarters since.
309 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.