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Cypress Capital Management (Wyoming)’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Cypress Capital Management (Wyoming)’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
-100
Closed -$4.1K – 175
2023
Q3 		$4.1K Buy
+100
New +$4.26K ﹤0.01% 133

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Cypress Capital Management (Wyoming)'s DON Position: Q4 2023 in Review

Cypress Capital Management (Wyoming) sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2023, closing a stake of 100 shares — an estimated $4.1K sold.

Cypress Capital Management (Wyoming) first reported a position in DON in Q3 2023 and held it in 1 quarter. The position peaked at $4.1K in Q3 2023. 410 funds tracked by Wall St. Rank hold DON as of Q4 2023.

  • Cypress Capital Management (Wyoming) reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
  • Cypress Capital Management (Wyoming) sold 100 WisdomTree US MidCap Dividend Fund shares in Q4 2023, an estimated $4.1K.
  • Cypress Capital Management (Wyoming) first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2023 and held it in 1 quarter.
  • Cypress Capital Management (Wyoming)'s WisdomTree US MidCap Dividend Fund position peaked at $4.1K in Q3 2023.
  • 410 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2023.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q4 2023, filed 5 Feb 2024.