F3Logic’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

F3Logic’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
2020 Q4	–	Sell	-352	Closed	-$10.2K	–	262
2020 Q3	$10.2K	Buy	+352	New	+$10.4K	0.26%	85

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

F3Logic's DON Position: Q4 2020 in Review

F3Logic sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2020, closing a stake of 352 shares — an estimated $10.2K sold.

F3Logic first reported a position in DON in Q3 2020 and held it in 1 quarter. The position peaked at $10.2K in Q3 2020. 308 funds tracked by Wall St. Rank hold DON as of Q4 2020.

F3Logic reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
F3Logic sold 352 WisdomTree US MidCap Dividend Fund shares in Q4 2020, an estimated $10.2K.
F3Logic first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2020 and held it in 1 quarter.
F3Logic's WisdomTree US MidCap Dividend Fund position peaked at $10.2K in Q3 2020.
308 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2020.

Based on F3Logic's 13F filing for Q4 2020, filed 12 Feb 2021.