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	-6	Closed	-$297	–	1229
2023 Q4	$297	Buy	+6	New	+$252	﹤0.01%	986
2021 Q3	$41K	Hold	6	–	–	0.02%	636
2021 Q2	$42K	Buy	+6	New	+$254	0.02%	620
2020 Q4	$1K	Buy	+33	New	+$1.07K	﹤0.01%	390

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 6 shares — an estimated $297 sold.

Financial Gravity Asset Management first reported a position in DON in Q4 2020 and held it in 4 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 6 WisdomTree US MidCap Dividend Fund shares in Q1 2024, an estimated $297.
Financial Gravity Asset Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and held it in 4 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.