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Farmers & Merchants Investments Inc’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Farmers & Merchants Investments Inc’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
Q3 		– Sell
-100
Closed -$4.21K – 1770
2023
Q2 		$4.21K Buy
+100
New +$4.06K ﹤0.01% 791

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 $2.31B AUM 28.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Farmers & Merchants Investments Inc's DON Position: Q3 2023 in Review

Farmers & Merchants Investments Inc sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2023, closing a stake of 100 shares — an estimated $4.21K sold.

Farmers & Merchants Investments Inc first reported a position in DON in Q2 2023 and held it in 1 quarter. The position peaked at $4.21K in Q2 2023. 379 funds tracked by Wall St. Rank hold DON as of Q3 2023.

  • Farmers & Merchants Investments Inc reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 100 WisdomTree US MidCap Dividend Fund shares in Q3 2023, an estimated $4.21K.
  • Farmers & Merchants Investments Inc first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2023 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's WisdomTree US MidCap Dividend Fund position peaked at $4.21K in Q2 2023.
  • 379 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2023, filed 25 Oct 2023.