Financial Gravity Asset Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Financial Gravity Asset 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 Q1	–	Sell	-12	Closed	-$551	–	1987
2023 Q4	$551	Buy	12 +6	+100%	+$252	﹤0.01%	1142
2023 Q3	$254	Buy	+6	New	+$256	﹤0.01%	915
2023 Q2	–	Sell	-41	Closed	-$266	–	1664
2023 Q1	$266	Buy	+41	New	+$1.74K	0.01%	567
2022 Q4	–	Sell	-38	Closed	-$245	–	1435
2022 Q3	$245	Sell	38 -1	-3%	-$41	0.01%	514
2022 Q2	$253	Sell	39 -5	-11%	-$211	0.01%	500
2022 Q1	$289	Hold	44	–	–	0.01%	514
2021 Q4	$288	Buy	44 +38	+633%	+$1.66K	0.01%	581
2021 Q3	$41K	Hold	6	–	–	0.02%	636
2021 Q2	$42K	Hold	6	–	–	0.02%	620
2021 Q1	$261	Sell	6 -27	-82%	-$1.03K	0.01%	434
2020 Q4	$1K	Buy	+33	New	+$1.07K	﹤0.01%	390
2020 Q2	–	Sell	-132	Closed	-$3.18K	–	227
2020 Q1	$3.18K	Buy	+132	New	+$4.44K	0.01%	368

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Gravity Asset Management's DON Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2024, closing a stake of 12 shares — an estimated $551 sold.

Financial Gravity Asset Management first reported a position in DON in Q1 2020 and held it in 12 quarters. The position peaked at $42K in Q2 2021. 426 funds tracked by Wall St. Rank hold DON as of Q1 2024.

Financial Gravity Asset Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 12 WisdomTree US MidCap Dividend Fund shares in Q1 2024, an estimated $551.
Financial Gravity Asset Management first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2020 and held it in 12 quarters.
Financial Gravity Asset Management's WisdomTree US MidCap Dividend Fund position peaked at $42K in Q2 2021.
426 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.