Capital Directions Investment Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Capital Directions Investment Advisors’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	$370K	Buy	+9,000	New	+$372K	0.14%	41
2022 Q3	–	Sell	-9,000	Closed	-$371K	–	45
2022 Q2	$351K	Hold	9,000	–	–	0.12%	50
2022 Q1	$400K	Hold	9,000	–	–	0.12%	53
2021 Q4	$399K	Buy	+9,000	New	+$393K	0.12%	53

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

Capital Directions Investment Advisors's DON Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q4 2022: 9,000 shares worth $370K. The stake represents 0.14% of the portfolio and ranks #41 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in DON as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in DON in Q4 2021 and has held it in 4 quarters since. The position peaked at $400K in Q1 2022. 367 funds tracked by Wall St. Rank hold DON as of Q4 2022.

Capital Directions Investment Advisors held 9,000 shares of WisdomTree US MidCap Dividend Fund worth $370K as of Q4 2022.
WisdomTree US MidCap Dividend Fund was a new Capital Directions Investment Advisors position in Q4 2022.
WisdomTree US MidCap Dividend Fund made up 0.14% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #41 holding.
Capital Directions Investment Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and has held it in 4 quarters since.
Capital Directions Investment Advisors's WisdomTree US MidCap Dividend Fund position peaked at $400K in Q1 2022.
367 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.