Cordasco Financial Network’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Cordasco Financial Network’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 Q2	$1K	Buy	+30	New	+$1.26K	﹤0.01%	554
2020 Q2	–	Sell	-180	Closed	-$4K	–	499
2020 Q1	$4K	Hold	180	–	–	﹤0.01%	351
2019 Q4	$7K	Hold	180	–	–	0.01%	307
2019 Q3	$7K	Hold	180	–	–	0.01%	324
2019 Q2	$7K	Hold	180	–	–	0.01%	316
2019 Q1	$6K	Hold	180	–	–	0.01%	346
2018 Q4	$6K	Hold	180	–	–	0.01%	282
2018 Q3	$7K	Buy	+180	New	+$6.63K	0.01%	259

Other funds holding DON

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FPIS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cordasco Financial Network's DON Position: Q2 2022 in Review

Cordasco Financial Network opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2022: 30 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #554 among its holdings. This is a return to the name: Cordasco Financial Network previously reported a position in DON as recently as Q1 2020.

Cordasco Financial Network first reported a position in DON in Q3 2018 and has held it in 8 quarters since. The position peaked at $7K in Q4 2019. 356 funds tracked by Wall St. Rank hold DON as of Q2 2022.

Cordasco Financial Network held 30 shares of WisdomTree US MidCap Dividend Fund worth $1K as of Q2 2022.
WisdomTree US MidCap Dividend Fund was a new Cordasco Financial Network position in Q2 2022.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #554 holding.
Cordasco Financial Network first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2018 and has held it in 8 quarters since.
Cordasco Financial Network's WisdomTree US MidCap Dividend Fund position peaked at $7K in Q4 2019.
356 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.