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Baldwin Wealth Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-289
Closed -$14.8K – 445
2024
Q3 		$14.8K Buy
+289
New +$14.1K ﹤0.01% 736

Other funds holding DON

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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baldwin Wealth Partners's DON Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2024, closing a stake of 289 shares — an estimated $14.8K sold.

Baldwin Wealth Partners first reported a position in DON in Q3 2024 and held it in 1 quarter. The position peaked at $14.8K in Q3 2024. 443 funds tracked by Wall St. Rank hold DON as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 289 WisdomTree US MidCap Dividend Fund shares in Q4 2024, an estimated $14.8K.
  • Baldwin Wealth Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's WisdomTree US MidCap Dividend Fund position peaked at $14.8K in Q3 2024.
  • 443 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.