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Gateway Wealth Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Gateway Wealth Partners’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
-4,549
Closed -$213K – 276
2024
Q2 		$213K Buy
4,549
+35
+0.8% +$1.65K 0.06% 249
2024
Q1 		$220K Sell
4,514
-4
-0.1% -$183 0.08% 218
2023
Q4 		$206K Sell
4,518
-1,620
-26% -$68K 0.08% 218
2023
Q3 		$251K Buy
6,138
+538
+10% +$22.9K 0.05% 219
2023
Q2 		$235K Buy
+5,600
New +$227K 0.04% 210

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

Gateway Wealth Partners's DON Position: Q3 2024 in Review

Gateway Wealth Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2024, closing a stake of 4,549 shares — an estimated $213K sold.

Gateway Wealth Partners first reported a position in DON in Q2 2023 and held it in 5 quarters. The position peaked at $251K in Q3 2023. 419 funds tracked by Wall St. Rank hold DON as of Q3 2024.

  • Gateway Wealth Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Gateway Wealth Partners sold 4,549 WisdomTree US MidCap Dividend Fund shares in Q3 2024, an estimated $213K.
  • Gateway Wealth Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2023 and held it in 5 quarters.
  • Gateway Wealth Partners's WisdomTree US MidCap Dividend Fund position peaked at $251K in Q3 2023.
  • 419 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2024.

Based on Gateway Wealth Partners's 13F filing for Q3 2024, filed 25 Oct 2024.