Atlas Private Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Atlas Private Wealth 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 Q1	–	Sell	-10,084	Closed	-$461K	–	121
2023 Q4	$461K	Buy	10,084 +2,480	+33%	+$104K	0.09%	86
2023 Q3	$311K	Buy	7,604 +2,780	+58%	+$119K	0.06%	140
2023 Q2	$203K	Buy	+4,824	New	+$196K	0.04%	173

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atlas Private Wealth Advisors's DON Position: Q1 2024 in Review

Atlas Private Wealth Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2024, closing a stake of 10,084 shares — an estimated $461K sold.

Atlas Private Wealth Advisors first reported a position in DON in Q2 2023 and held it in 3 quarters. The position peaked at $461K in Q4 2023. 426 funds tracked by Wall St. Rank hold DON as of Q1 2024.

Atlas Private Wealth Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
Atlas Private Wealth Advisors sold 10,084 WisdomTree US MidCap Dividend Fund shares in Q1 2024, an estimated $461K.
Atlas Private Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2023 and held it in 3 quarters.
Atlas Private Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $461K in Q4 2023.
426 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2024, filed 6 May 2024.