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Fiduciary Alliance’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Fiduciary Alliance’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
-275
Closed -$11.6K – 368
2023
Q2 		$11.6K Buy
+275
New +$11.2K ﹤0.01% 531
2023
Q1 		– Sell
-275
Closed -$11.3K – 335
2022
Q4 		$11.3K Buy
+275
New +$11.4K ﹤0.01% 388

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Fiduciary Alliance's DON Position: Q3 2023 in Review

Fiduciary Alliance sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2023, closing a stake of 275 shares — an estimated $11.6K sold.

Fiduciary Alliance first reported a position in DON in Q4 2022 and held it in 2 quarters. The position peaked at $11.6K in Q2 2023. 378 funds tracked by Wall St. Rank hold DON as of Q3 2023.

  • Fiduciary Alliance reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 275 WisdomTree US MidCap Dividend Fund shares in Q3 2023, an estimated $11.6K.
  • Fiduciary Alliance first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's WisdomTree US MidCap Dividend Fund position peaked at $11.6K in Q2 2023.
  • 378 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.