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Cutler Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Cutler Group’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
Q4 		– Sell
-2,600
Closed -$109K – 3756
2023
Q3 		$106K Buy
2,600
+300
+13% +$12.8K 0.01% 1090
2023
Q2 		$96K Buy
+2,300
New +$93.3K 0.01% 939
2016
Q3 		– Sell
-1,500
Closed -$45.6K – 6781
2016
Q2 		$44K Buy
+1,500
New +$43.5K ﹤0.01% 2476

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cutler Group's DON Position: Q4 2023 in Review

Cutler Group sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2023, closing a stake of 2,600 shares — an estimated $109K sold.

Cutler Group first reported a position in DON in Q2 2016 and held it in 3 quarters. The position peaked at $106K in Q3 2023. 410 funds tracked by Wall St. Rank hold DON as of Q4 2023.

  • Cutler Group reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 2,600 WisdomTree US MidCap Dividend Fund shares in Q4 2023, an estimated $109K.
  • Cutler Group first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2016 and held it in 3 quarters.
  • Cutler Group's WisdomTree US MidCap Dividend Fund position peaked at $106K in Q3 2023.
  • 410 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.