Cresset Asset Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Cresset Asset Management’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 Q3	–	Sell	-17,589	Closed	-$549K	–	900
2022 Q2	$549K	Buy	+17,589	New	+$742K	0.01%	528
2019 Q2	–	Sell	-1,206	Closed	-$43K	–	788
2019 Q1	$43K	Hold	1,206	–	–	﹤0.01%	822
2018 Q4	$38K	Buy	+1,206	New	+$41.4K	﹤0.01%	568

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cresset Asset Management's DON Position: Q3 2022 in Review

Cresset Asset Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2022, closing a stake of 17,589 shares — an estimated $549K sold.

Cresset Asset Management first reported a position in DON in Q4 2018 and held it in 3 quarters. The position peaked at $549K in Q2 2022. 341 funds tracked by Wall St. Rank hold DON as of Q3 2022.

Cresset Asset Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
Cresset Asset Management sold 17,589 WisdomTree US MidCap Dividend Fund shares in Q3 2022, an estimated $549K.
Cresset Asset Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2018 and held it in 3 quarters.
Cresset Asset Management's WisdomTree US MidCap Dividend Fund position peaked at $549K in Q2 2022.
341 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2022.

Based on Cresset Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.