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

First Capital Advisors Group’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 Q2	$8.62K	Sell	205 -31,911	-99%	-$1.29M	﹤0.01%	578
2023 Q1	$1.32M	Sell	32,116 -2,389	-7%	-$102K	0.85%	35
2022 Q4	$1.42M	Buy	+34,505	New	+$1.43M	0.96%	29

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

First Capital Advisors Group's DON Position: Q2 2023 in Review

First Capital Advisors Group reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 99% in Q2 2023, selling an estimated $1.29M and leaving 205 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

First Capital Advisors Group first reported a position in DON in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.42M in Q4 2022. 372 funds tracked by Wall St. Rank hold DON as of Q2 2023.

First Capital Advisors Group held 205 shares of WisdomTree US MidCap Dividend Fund worth $8.62K as of Q2 2023.
First Capital Advisors Group sold 31,911 WisdomTree US MidCap Dividend Fund shares in Q2 2023, an estimated $1.29M.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #578 holding.
First Capital Advisors Group first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and has held it in 3 quarters since.
First Capital Advisors Group's WisdomTree US MidCap Dividend Fund position peaked at $1.42M in Q4 2022.
372 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.