Fieldpoint Private Securities’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Fieldpoint Private Securities’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
2022 Q2	$3.48M	Buy	+89,302	New	+$3.77M	1.01%	19

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

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

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

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FPIS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fieldpoint Private Securities's DON Position: Q2 2022 in Review

Fieldpoint Private Securities opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2022: 89,302 shares worth $3.48M. The stake represents 1.01% of the portfolio and ranks #19 among its holdings.

356 funds tracked by Wall St. Rank hold DON as of Q2 2022.

Fieldpoint Private Securities held 89,302 shares of WisdomTree US MidCap Dividend Fund worth $3.48M as of Q2 2022.
WisdomTree US MidCap Dividend Fund was a new Fieldpoint Private Securities position in Q2 2022.
WisdomTree US MidCap Dividend Fund made up 1.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #19 holding.
356 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.