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B.O.S.S. Retirement Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

B.O.S.S. Retirement 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
-5,575
Closed -$255K – 156
2023
Q4 		$255K Buy
+5,575
New +$234K 0.05% 220

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B.O.S.S. Retirement Advisors's DON Position: Q1 2024 in Review

B.O.S.S. Retirement Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2024, closing a stake of 5,575 shares — an estimated $255K sold.

B.O.S.S. Retirement Advisors first reported a position in DON in Q4 2023 and held it in 1 quarter. The position peaked at $255K in Q4 2023. 426 funds tracked by Wall St. Rank hold DON as of Q1 2024.

  • B.O.S.S. Retirement Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 5,575 WisdomTree US MidCap Dividend Fund shares in Q1 2024, an estimated $255K.
  • B.O.S.S. Retirement Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and held it in 1 quarter.
  • B.O.S.S. Retirement Advisors's WisdomTree US MidCap Dividend Fund position peaked at $255K in Q4 2023.
  • 426 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.