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FinTrust Capital Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

FinTrust Capital Advisors’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
Q3 		$175K Buy
3,427
+634
+23% +$31K 0.03% 331
2024
Q2 		$131K Buy
2,793
+368
+15% +$17.4K 0.02% 359
2024
Q1 		$118K Buy
2,425
+461
+23% +$21.1K 0.02% 360
2023
Q4 		$89.7K Buy
1,964
+384
+24% +$16.1K 0.02% 384
2023
Q3 		$64.7K Buy
+1,580
New +$67.4K 0.01% 412

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FinTrust Capital Advisors's DON Position: Q3 2024 in Review

FinTrust Capital Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 23% in Q3 2024, buying an estimated $31K and bringing the position to 3,427 shares worth $175K. The position accounts for 0.03% of the portfolio, ranked #331.

FinTrust Capital Advisors first reported a position in DON in Q3 2023 and has held it in 5 quarters since. 419 funds tracked by Wall St. Rank hold DON as of Q3 2024.

  • FinTrust Capital Advisors held 3,427 shares of WisdomTree US MidCap Dividend Fund worth $175K as of Q3 2024.
  • FinTrust Capital Advisors bought 634 WisdomTree US MidCap Dividend Fund shares in Q3 2024, an estimated $31K.
  • WisdomTree US MidCap Dividend Fund made up 0.03% of FinTrust Capital Advisors's portfolio in Q3 2024, its #331 holding.
  • FinTrust Capital Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2023 and has held it in 5 quarters since.
  • 419 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.