Bickling Financial Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Bickling Financial Services’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 Q4	$4.1M	Buy	99,589 +5,685	+6%	+$235K	2.56%	6
2022 Q3	$3.54M	Buy	93,904 +840	+0.9%	+$34.6K	2.38%	9
2022 Q2	$3.63M	Sell	93,064 -57	-0.1%	-$2.4K	2.3%	9
2022 Q1	$4.14M	Buy	93,121 +3,611	+4%	+$158K	2.12%	12
2021 Q4	$3.97M	Buy	89,510 +1,559	+2%	+$68K	1.93%	12
2021 Q3	$3.65M	Buy	87,951 +4,741	+6%	+$199K	1.85%	13
2021 Q2	$3.49M	Buy	83,210 +27,876	+50%	+$1.18M	1.58%	17
2021 Q1	$2.24M	Sell	55,334 -1,655	-3%	-$63K	1.13%	22
2020 Q4	$1.98M	Buy	+56,989	New	+$1.85M	1.22%	23

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bickling Financial Services's DON Position: Q4 2022 in Review

Bickling Financial Services increased its WisdomTree US MidCap Dividend Fund (DON) stake by 6.1% in Q4 2022, buying an estimated $235K and bringing the position to 99,589 shares worth $4.1M. The position accounts for 2.56% of the portfolio, ranked #6.

Bickling Financial Services first reported a position in DON in Q4 2020 and has held it in 9 quarters since. The position peaked at $4.14M in Q1 2022. 367 funds tracked by Wall St. Rank hold DON as of Q4 2022.

Bickling Financial Services held 99,589 shares of WisdomTree US MidCap Dividend Fund worth $4.1M as of Q4 2022.
Bickling Financial Services bought 5,685 WisdomTree US MidCap Dividend Fund shares in Q4 2022, an estimated $235K.
WisdomTree US MidCap Dividend Fund made up 2.56% of Bickling Financial Services's portfolio in Q4 2022, its #6 holding.
Bickling Financial Services first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's WisdomTree US MidCap Dividend Fund position peaked at $4.14M in Q1 2022.
367 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.