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Better Money Decisions’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Better Money Decisions’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
2022
Q3 		– Sell
-1,634
Closed -$64K – 156
2022
Q2 		$64K Buy
+1,634
New +$68.9K 0.05% 121
2021
Q4 		– Sell
-426
Closed -$18K – 200
2021
Q3 		$18K Buy
+426
New +$17.9K 0.01% 294

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 $2.25B 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Better Money Decisions's DON Position: Q3 2022 in Review

Better Money Decisions sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2022, closing a stake of 1,634 shares — an estimated $64K sold.

Better Money Decisions first reported a position in DON in Q3 2021 and held it in 2 quarters. The position peaked at $64K in Q2 2022. 341 funds tracked by Wall St. Rank hold DON as of Q3 2022.

  • Better Money Decisions reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 1,634 WisdomTree US MidCap Dividend Fund shares in Q3 2022, an estimated $64K.
  • Better Money Decisions first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2021 and held it in 2 quarters.
  • Better Money Decisions's WisdomTree US MidCap Dividend Fund position peaked at $64K in Q2 2022.
  • 341 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.