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Diversified’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Diversified’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
2024
Q3 		$262K Sell
5,120
-180
-3% -$8.8K 0.03% 192
2024
Q2 		$248K Hold
5,300
– – 0.03% 194
2024
Q1 		$258K Buy
5,300
+855
+19% +$39.2K 0.04% 139
2023
Q4 		$203K Buy
+4,445
New +$186K 0.04% 153
2023
Q2 		– Sell
-4,920
Closed -$202K – 147
2023
Q1 		$202K Hold
4,920
– – 0.07% 139
2022
Q4 		$202K Buy
+4,920
New +$203K 0.08% 151

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Diversified's DON Position: Q3 2024 in Review

Diversified reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 3.4% in Q3 2024, selling an estimated $8.8K and leaving 5,120 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #192.

Diversified first reported a position in DON in Q4 2022 and has held it in 6 quarters since. 419 funds tracked by Wall St. Rank hold DON as of Q3 2024.

  • Diversified held 5,120 shares of WisdomTree US MidCap Dividend Fund worth $262K as of Q3 2024.
  • Diversified sold 180 WisdomTree US MidCap Dividend Fund shares in Q3 2024, an estimated $8.8K.
  • WisdomTree US MidCap Dividend Fund made up 0.03% of Diversified's portfolio in Q3 2024, its #192 holding.
  • Diversified first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and has held it in 6 quarters since.
  • 419 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.