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Fortune Financial Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Fortune Financial 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 		– Sell
-12,133
Closed -$567K – 104
2024
Q2 		$567K Buy
12,133
+1,694
+16% +$80.1K 0.35% 78
2024
Q1 		$509K Buy
10,439
+2,827
+37% +$130K 0.32% 85
2023
Q4 		$348K Buy
7,612
+399
+6% +$16.7K 0.24% 89
2023
Q3 		$295K Buy
7,213
+635
+10% +$27.1K 0.23% 96
2023
Q2 		$277K Buy
+6,578
New +$267K 0.21% 99

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

Fortune Financial Advisors's DON Position: Q3 2024 in Review

Fortune Financial Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2024, closing a stake of 12,133 shares — an estimated $567K sold.

Fortune Financial Advisors first reported a position in DON in Q2 2023 and held it in 5 quarters. The position peaked at $567K in Q2 2024. 419 funds tracked by Wall St. Rank hold DON as of Q3 2024.

  • Fortune Financial Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Fortune Financial Advisors sold 12,133 WisdomTree US MidCap Dividend Fund shares in Q3 2024, an estimated $567K.
  • Fortune Financial Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2023 and held it in 5 quarters.
  • Fortune Financial Advisors's WisdomTree US MidCap Dividend Fund position peaked at $567K in Q2 2024.
  • 419 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2024.

Based on Fortune Financial Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.