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

Avior 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
2024 Q2	–	Sell	-155	Closed	-$7.57K	–	2665
2024 Q1	$7.57K	Buy	+155	New	+$7.11K	﹤0.01%	1955
2023 Q4	–	Sell	-3,313	Closed	-$136K	–	1559
2023 Q3	$136K	Buy	3,313 +127	+4%	+$5.41K	0.01%	582
2023 Q2	$134K	Buy	3,186 +329	+12%	+$13.3K	0.01%	588
2023 Q1	$117K	Buy	2,857 +2,835	+12,886%	+$120K	0.01%	610
2022 Q4	$905	Sell	22 -3	-12%	-$124	﹤0.01%	1131
2022 Q3	$0	Hold	25	–	–	﹤0.01%	1182
2022 Q2	$0	Hold	25	–	–	﹤0.01%	1103
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	1024
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	1016
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	987
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	948
2021 Q1	$1K	Hold	25	–	–	﹤0.01%	941
2020 Q4	$0	Hold	25	–	–	﹤0.01%	997
2020 Q3	$0	Hold	25	–	–	﹤0.01%	944
2020 Q2	$0	Hold	25	–	–	﹤0.01%	915
2020 Q1	$0	Hold	25	–	–	﹤0.01%	800
2019 Q4	$0	Hold	25	–	–	﹤0.01%	801
2019 Q3	$0	Hold	25	–	–	﹤0.01%	798
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	770
2019 Q1	$0	Hold	25	–	–	﹤0.01%	663
2018 Q4	$0	Hold	25	–	–	﹤0.01%	718
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	702
2018 Q2	$1K	Hold	25	–	–	﹤0.01%	742
2018 Q1	$1K	Buy	+25	New	+$873	﹤0.01%	719
2017 Q2	–	Sell	-63	Closed	-$2K	–	455
2017 Q1	$2K	Hold	63	–	–	﹤0.01%	451
2016 Q4	$2K	Buy	63 +3	+5%	+$92	﹤0.01%	448
2016 Q3	$2K	Hold	60	–	–	﹤0.01%	425
2016 Q2	$2K	Buy	60 +30	+100%	+$871	﹤0.01%	419
2016 Q1	$1K	Hold	30	–	–	﹤0.01%	462
2015 Q4	$1K	Buy	+30	New	+$816	﹤0.01%	427

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $79.5B AUM 27.1% 1-Year Est. Return

Avior Wealth Management's DON Position: Q2 2024 in Review

Avior Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2024, closing a stake of 155 shares — an estimated $7.57K sold.

Avior Wealth Management first reported a position in DON in Q4 2015 and held it in 30 quarters. The position peaked at $136K in Q3 2023. 415 funds tracked by Wall St. Rank hold DON as of Q2 2024.

Avior Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 155 WisdomTree US MidCap Dividend Fund shares in Q2 2024, an estimated $7.57K.
Avior Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2015 and held it in 30 quarters.
Avior Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $136K in Q3 2023.
415 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.