Graves Light Lenhart Wealth’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-3,000	Closed	-$117K	–	282
2022 Q2	$117K	Hold	3,000	–	–	0.02%	218
2022 Q1	$133K	Hold	3,000	–	–	0.02%	221
2021 Q4	$133K	Hold	3,000	–	–	0.02%	247
2021 Q3	$124K	Hold	3,000	–	–	0.02%	244
2021 Q2	$126K	Hold	3,000	–	–	0.02%	238
2021 Q1	$121K	Hold	3,000	–	–	0.02%	242
2020 Q4	$104K	Buy	+3,000	New	+$97.5K	0.02%	256

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Graves Light Lenhart Wealth's DON Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2022, closing a stake of 3,000 shares — an estimated $117K sold.

Graves Light Lenhart Wealth first reported a position in DON in Q4 2020 and held it in 7 quarters. The position peaked at $133K in Q1 2022. 341 funds tracked by Wall St. Rank hold DON as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 3,000 WisdomTree US MidCap Dividend Fund shares in Q3 2022, an estimated $117K.
Graves Light Lenhart Wealth first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's WisdomTree US MidCap Dividend Fund position peaked at $133K in Q1 2022.
341 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.