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Berman Capital Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Berman Capital 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
2021
Q3 		$16K Hold
390
– – ﹤0.01% 1049
2021
Q2 		$16K Buy
+390
New +$16.5K ﹤0.01% 986

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Berman Capital Advisors's DON Position: Q3 2021 in Review

Berman Capital Advisors held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q3 2021 at 390 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Berman Capital Advisors first reported a position in DON in Q2 2021 and has held it in 2 quarters since. 316 funds tracked by Wall St. Rank hold DON as of Q3 2021.

  • Berman Capital Advisors held 390 shares of WisdomTree US MidCap Dividend Fund worth $16K as of Q3 2021.
  • Berman Capital Advisors left its WisdomTree US MidCap Dividend Fund share count unchanged in Q3 2021.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1049 holding.
  • Berman Capital Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2021 and has held it in 2 quarters since.
  • 316 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.