Belvedere Trading
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Belvedere Trading’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Belvedere Trading’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
2023
Q2 		– Sell
-5,200
Closed -$213K – 916
2023
Q1 		$213K Sell
5,200
-2,800
-35% -$119K ﹤0.01% 313
2022
Q4 		$329K Buy
+8,000
New +$331K ﹤0.01% 196

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

Belvedere Trading's DON Position: Q1 2023 in Review

Belvedere Trading sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2023, closing a stake of 1,900 shares — an estimated $80.8K sold.

Belvedere Trading first reported a position in DON in Q4 2022 and held it in 1 quarter. The position peaked at $78.2K in Q4 2022. 367 funds tracked by Wall St. Rank hold DON as of Q1 2023.

  • Belvedere Trading reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Belvedere Trading sold 1,900 WisdomTree US MidCap Dividend Fund shares in Q1 2023, an estimated $80.8K.
  • Belvedere Trading first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and held it in 1 quarter.
  • Belvedere Trading's WisdomTree US MidCap Dividend Fund position peaked at $78.2K in Q4 2022.
  • 367 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2023.

Based on Belvedere Trading's 13F filing for Q1 2023, filed 15 May 2023.