Freedman Financial Associates’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Freedman Financial Associates’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
2022 Q2	–	Sell	-117	Closed	-$5K	–	103
2022 Q1	$5K	Sell	117 -1,583	-93%	-$69.2K	﹤0.01%	407
2021 Q4	$75K	Hold	1,700	–	–	0.05%	152
2021 Q3	$70K	Hold	1,700	–	–	0.05%	153
2021 Q2	$71K	Hold	1,700	–	–	0.05%	148
2021 Q1	$69K	Buy	1,700 +430	+34%	+$16.4K	0.06%	149
2020 Q4	$44K	Buy	+1,270	New	+$41.3K	0.04%	197

Other funds holding DON

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

Freedman Financial Associates's DON Position: Q2 2022 in Review

Freedman Financial Associates sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2022, closing a stake of 117 shares — an estimated $5K sold.

Freedman Financial Associates first reported a position in DON in Q4 2020 and held it in 6 quarters. The position peaked at $75K in Q4 2021. 356 funds tracked by Wall St. Rank hold DON as of Q2 2022.

Freedman Financial Associates reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 117 WisdomTree US MidCap Dividend Fund shares in Q2 2022, an estimated $5K.
Freedman Financial Associates first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's WisdomTree US MidCap Dividend Fund position peaked at $75K in Q4 2021.
356 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.