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Freedom Investment Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Freedom Investment 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
2021
Q1 		– Sell
-13,308
Closed -$463K – 858
2020
Q4 		$463K Sell
13,308
-1,854
-12% -$60.3K 0.05% 356
2020
Q3 		$438K Sell
15,162
-2,308
-13% -$68K 0.05% 313
2020
Q2 		$495K Buy
17,470
+2,889
+20% +$78K 0.05% 280
2020
Q1 		$551K Buy
+14,581
New +$491K 0.05% 316
2018
Q1 		– Sell
-14,942
Closed -$527K – 1139
2017
Q4 		$527K Sell
14,942
-1,522
-9% -$52.1K 0.03% 605
2017
Q3 		$549K Buy
16,464
+1,215
+8% +$39.6K 0.03% 550
2017
Q2 		$497K Sell
15,249
-4,248
-22% -$138K 0.03% 566
2017
Q1 		$634K Buy
19,497
+1,296
+7% +$41.8K 0.04% 452
2016
Q4 		$573K Buy
18,201
+951
+6% +$29K 0.04% 435
2016
Q3 		$523K Sell
17,250
-1,533
-8% -$46.6K 0.03% 435
2016
Q2 		$560K Buy
18,783
+39
+0.2% +$1.13K 0.04% 382
2016
Q1 		$538K Sell
18,744
-240
-1% -$6.33K 0.04% 377
2015
Q4 		$509K Sell
18,984
-20,163
-52% -$548K 0.04% 396
2015
Q3 		$864K Buy
39,147
+23,664
+153% +$641K 0.09% 191
2015
Q2 		$427K Buy
15,483
+1,128
+8% +$32.1K 0.04% 388
2015
Q1 		$412K Buy
14,355
+213
+2% +$6.03K 0.05% 376
2014
Q4 		$395K Sell
14,142
-1,215
-8% -$32.9K 0.05% 337
2014
Q3 		$401K Buy
15,357
+1,713
+13% +$46.1K 0.07% 274
2014
Q2 		$371K Buy
13,644
+753
+6% +$19.7K 0.06% 288
2014
Q1 		$331K Sell
12,891
-465
-3% -$11.6K 0.07% 271
2013
Q4 		$332K Sell
13,356
-420
-3% -$10.1K 0.08% 265
2013
Q3 		$319K Sell
13,776
-12
-0.1% -$275 0.09% 204
2013
Q2 		$301K Buy
+13,788
New +$304K 0.1% 179

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Freedom Investment Management's DON Position: Q1 2021 in Review

Freedom Investment Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2021, closing a stake of 13,308 shares — an estimated $463K sold.

Freedom Investment Management first reported a position in DON in Q2 2013 and held it in 23 quarters. The position peaked at $864K in Q3 2015. 309 funds tracked by Wall St. Rank hold DON as of Q1 2021.

  • Freedom Investment Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Freedom Investment Management sold 13,308 WisdomTree US MidCap Dividend Fund shares in Q1 2021, an estimated $463K.
  • Freedom Investment Management first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2013 and held it in 23 quarters.
  • Freedom Investment Management's WisdomTree US MidCap Dividend Fund position peaked at $864K in Q3 2015.
  • 309 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2021.

Based on Freedom Investment Management's 13F filing for Q1 2021, filed 14 May 2021.