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Gray Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Gray Wealth 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
2022
Q2 		– Sell
-4,808
Closed -$214K – 116
2022
Q1 		$214K Sell
4,808
-5
-0.1% -$219 0.11% 117
2021
Q4 		$214K Buy
+4,813
New +$210K 0.11% 119
2021
Q3 		– Sell
-4,813
Closed -$202K – 121
2021
Q2 		$202K Buy
+4,813
New +$204K 0.12% 117

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gray Wealth Management's DON Position: Q2 2022 in Review

Gray Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2022, closing a stake of 4,808 shares — an estimated $214K sold.

Gray Wealth Management first reported a position in DON in Q2 2021 and held it in 3 quarters. The position peaked at $214K in Q1 2022. 356 funds tracked by Wall St. Rank hold DON as of Q2 2022.

  • Gray Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • Gray Wealth Management sold 4,808 WisdomTree US MidCap Dividend Fund shares in Q2 2022, an estimated $214K.
  • Gray Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2021 and held it in 3 quarters.
  • Gray Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $214K in Q1 2022.
  • 356 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2022.

Based on Gray Wealth Management's 13F filing for Q2 2022, filed 3 Jan 2023.