Carmichael Hill & Associates’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Carmichael Hill & Associates’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	$46.8K	Hold	915	–	–	0.02%	377
2024 Q2	$42.8K	Hold	915	–	–	0.02%	367
2024 Q1	$44.6K	Hold	915	–	–	0.02%	362
2023 Q4	$41.8K	Hold	915	–	–	0.02%	375
2023 Q3	$37.5K	Hold	915	–	–	0.02%	376
2023 Q2	$38.5K	Hold	915	–	–	0.02%	376
2023 Q1	$37.5K	Hold	915	–	–	0.02%	369
2022 Q4	$37.6K	Hold	915	–	–	0.02%	385
2022 Q3	$34K	Hold	915	–	–	0.02%	394
2022 Q2	$36K	Hold	915	–	–	0.02%	384
2022 Q1	$41K	Hold	915	–	–	0.02%	394
2021 Q4	$41K	Hold	915	–	–	0.02%	407
2021 Q3	$38K	Hold	915	–	–	0.02%	410
2021 Q2	$38K	Hold	915	–	–	0.02%	407
2021 Q1	$37K	Hold	915	–	–	0.02%	392
2020 Q4	$32K	Hold	915	–	–	0.02%	391
2020 Q3	$26K	Hold	915	–	–	0.02%	391
2020 Q2	$26K	Hold	915	–	–	0.02%	377
2020 Q1	$22K	Hold	915	–	–	0.02%	364
2019 Q4	$35K	Buy	+915	New	+$33.8K	0.02%	325

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

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 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

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

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

Carmichael Hill & Associates's DON Position: Q3 2024 in Review

Carmichael Hill & Associates held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q3 2024 at 915 shares worth $46.8K. The position accounts for 0.02% of the portfolio, ranked #377.

Carmichael Hill & Associates first reported a position in DON in Q4 2019 and has held it in 20 quarters since. 419 funds tracked by Wall St. Rank hold DON as of Q3 2024.

Carmichael Hill & Associates held 915 shares of WisdomTree US MidCap Dividend Fund worth $46.8K as of Q3 2024.
Carmichael Hill & Associates left its WisdomTree US MidCap Dividend Fund share count unchanged in Q3 2024.
WisdomTree US MidCap Dividend Fund made up 0.02% of Carmichael Hill & Associates's portfolio in Q3 2024, its #377 holding.
Carmichael Hill & Associates first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and has held it in 20 quarters since.
419 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.