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Coppell Advisory Solutions Corp’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-88
Closed -$3.62K – 430
2022
Q4 		$3.62K Buy
+88
New +$3.64K ﹤0.01% 773

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LW
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UBS Group
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Coppell Advisory Solutions Corp's DON Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2023, closing a stake of 88 shares — an estimated $3.62K sold.

Coppell Advisory Solutions Corp first reported a position in DON in Q4 2022 and held it in 1 quarter. The position peaked at $3.62K in Q4 2022. 367 funds tracked by Wall St. Rank hold DON as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 88 WisdomTree US MidCap Dividend Fund shares in Q1 2023, an estimated $3.62K.
  • Coppell Advisory Solutions Corp first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's WisdomTree US MidCap Dividend Fund position peaked at $3.62K in Q4 2022.
  • 367 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.