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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Capital Analysts LLC's DON Position: Q3 2024 in Review

Capital Analysts LLC sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2024, closing a stake of 101 shares — an estimated $5K sold.

Capital Analysts LLC first reported a position in DON in Q3 2016 and held it in 7 quarters. The position peaked at $11K in Q2 2023. 419 funds tracked by Wall St. Rank hold DON as of Q3 2024.

Capital Analysts LLC reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
Capital Analysts LLC sold 101 WisdomTree US MidCap Dividend Fund shares in Q3 2024, an estimated $5K.
Capital Analysts LLC first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2016 and held it in 7 quarters.
Capital Analysts LLC's WisdomTree US MidCap Dividend Fund position peaked at $11K in Q2 2023.
419 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2024.

Based on Capital Analysts LLC's 13F filing for Q3 2024, filed 13 Nov 2024.