Gradient Investments’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Gradient Investments’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	-12,627	Closed	-$591K	–	559
2024 Q2	$591K	Buy	+12,627	New	+$597K	0.01%	212
2024 Q1	–	Sell	-37	Closed	-$1.69K	–	1386
2023 Q4	$1.69K	Hold	37	–	–	﹤0.01%	1274
2023 Q3	$1.52K	Hold	37	–	–	﹤0.01%	1250
2023 Q2	$1.56K	Hold	37	–	–	﹤0.01%	1214
2023 Q1	$1.52K	Buy	+37	New	+$1.57K	﹤0.01%	1147
2021 Q2	–	Sell	-268	Closed	-$11K	–	1176
2021 Q1	$11K	Buy	+268	New	+$10.2K	﹤0.01%	740
2020 Q2	–	Sell	-102	Closed	-$2K	–	1079
2020 Q1	$2K	Hold	102	–	–	﹤0.01%	902
2019 Q4	$4K	Hold	102	–	–	﹤0.01%	843
2019 Q3	$4K	Sell	102 -630	-86%	-$22.5K	﹤0.01%	821
2019 Q2	$26K	Buy	+732	New	+$26.3K	﹤0.01%	470
2018 Q3	–	Sell	-765	Closed	-$27K	–	992
2018 Q2	$27K	Hold	765	–	–	﹤0.01%	431
2018 Q1	$26K	Buy	+765	New	+$26.7K	﹤0.01%	430
2017 Q3	–	Sell	-114	Closed	-$4K	–	350
2017 Q2	$4K	Buy	114 +30	+36%	+$972	﹤0.01%	601
2017 Q1	$3K	Buy	+84	New	+$2.71K	﹤0.01%	653

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gradient Investments's DON Position: Q3 2024 in Review

Gradient Investments sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2024, closing a stake of 12,627 shares — an estimated $591K sold.

Gradient Investments first reported a position in DON in Q1 2017 and held it in 14 quarters. The position peaked at $591K in Q2 2024. 419 funds tracked by Wall St. Rank hold DON as of Q3 2024.

Gradient Investments reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 12,627 WisdomTree US MidCap Dividend Fund shares in Q3 2024, an estimated $591K.
Gradient Investments first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2017 and held it in 14 quarters.
Gradient Investments's WisdomTree US MidCap Dividend Fund position peaked at $591K in Q2 2024.
419 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.