BCI
DON icon

Blue Capital Inc’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Blue Capital Inc’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 		$837K Buy
+16,420
New +$861K 0.59% 47

Other funds holding DON

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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

Blue Capital Inc's DON Position: Q4 2024 in Review

Blue Capital Inc opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q4 2024: 16,420 shares worth $837K. The stake represents 0.59% of the portfolio and ranks #47 among its holdings.

443 funds tracked by Wall St. Rank hold DON as of Q4 2024.

  • Blue Capital Inc held 16,420 shares of WisdomTree US MidCap Dividend Fund worth $837K as of Q4 2024.
  • WisdomTree US MidCap Dividend Fund was a new Blue Capital Inc position in Q4 2024.
  • WisdomTree US MidCap Dividend Fund made up 0.59% of Blue Capital Inc's portfolio in Q4 2024, its #47 holding.
  • 443 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2024.

Based on Blue Capital Inc's 13F filing for Q4 2024, filed 14 Feb 2025.