Evermay Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Evermay Wealth 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
2024 Q2	–	Sell	-570	Closed	-$27.8K	–	616
2024 Q1	$27.8K	Sell	570 -1,857	-77%	-$85.2K	﹤0.01%	399
2023 Q4	$111K	Sell	2,427 -436	-15%	-$18.3K	0.02%	246
2023 Q3	$117K	Buy	2,863 +928	+48%	+$39.6K	0.02%	217
2023 Q2	$81.4K	Hold	1,935	–	–	0.02%	259
2023 Q1	$79.3K	Hold	1,935	–	–	0.02%	258
2022 Q4	$79.6K	Hold	1,935	–	–	0.02%	246
2022 Q3	$73K	Hold	1,935	–	–	0.01%	248
2022 Q2	$75K	Hold	1,935	–	–	0.01%	241
2022 Q1	$86K	Hold	1,935	–	–	0.01%	263
2021 Q4	$86K	Hold	1,935	–	–	0.02%	233
2021 Q3	$80K	Hold	1,935	–	–	0.02%	230
2021 Q2	$81K	Buy	+1,935	New	+$81.9K	0.02%	235

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FPIS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Evermay Wealth Management's DON Position: Q2 2024 in Review

Evermay Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2024, closing a stake of 570 shares — an estimated $27.8K sold.

Evermay Wealth Management first reported a position in DON in Q2 2021 and held it in 12 quarters. The position peaked at $117K in Q3 2023. 415 funds tracked by Wall St. Rank hold DON as of Q2 2024.

Evermay Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
Evermay Wealth Management sold 570 WisdomTree US MidCap Dividend Fund shares in Q2 2024, an estimated $27.8K.
Evermay Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2021 and held it in 12 quarters.
Evermay Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $117K in Q3 2023.
415 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2024.

Based on Evermay Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.