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Capital Analysts LLC’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Capital Analysts LLC’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
Q3 		– Sell
-101
Closed -$5K – 1324
2024
Q2 		$5K Hold
101
– – ﹤0.01% 1040
2024
Q1 		$5K Buy
+101
New +$4.63K ﹤0.01% 979
2023
Q4 		– Sell
-101
Closed -$4K – 1118
2023
Q3 		$4K Sell
101
-165
-62% -$7.03K ﹤0.01% 991
2023
Q2 		$11K Buy
+266
New +$10.8K ﹤0.01% 804
2018
Q3 		– Sell
-21
Closed -$1K – 575
2018
Q2 		$1K Hold
21
– – ﹤0.01% 556
2018
Q1 		$1K Buy
+21
New +$733 ﹤0.01% 544
2016
Q4 		– Sell
-21
Closed -$636 – 354
2016
Q3 		$636 Buy
+21
New +$638 ﹤0.01% 375

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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return