Harel Insurance Investments & Financial Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Harel Insurance Investments & Financial Services’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	-4,500	Closed	-$175K	–	713
2022 Q2	$175K	Hold	4,500	–	–	﹤0.01%	340
2022 Q1	$200K	Hold	4,500	–	–	﹤0.01%	344
2021 Q4	$199K	Hold	4,500	–	–	﹤0.01%	402
2021 Q3	$187K	Sell	4,500 -1,000	-18%	-$42K	﹤0.01%	377
2021 Q2	$752K	Buy	+5,500	New	+$233K	0.02%	382
2019 Q1	–	Sell	-330	Closed	-$11.5K	–	393
2018 Q4	$10K	Hold	330	–	–	﹤0.01%	407
2018 Q3	$12K	Buy	+330	New	+$12.2K	﹤0.01%	442
2018 Q2	–	Hold	0	–	–	–	423
2016 Q4	–	Sell	-1,500	Closed	-$45K	–	383
2016 Q3	$45K	Buy	+1,500	New	+$45.6K	0.01%	233

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 $2.31B AUM 28.23% 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 $445B AUM 25.58% 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

Harel Insurance Investments & Financial Services's DON Position: Q3 2022 in Review

Harel Insurance Investments & Financial Services sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2022, closing a stake of 4,500 shares — an estimated $175K sold.

Harel Insurance Investments & Financial Services first reported a position in DON in Q3 2016 and held it in 8 quarters. The position peaked at $752K in Q2 2021. 341 funds tracked by Wall St. Rank hold DON as of Q3 2022.

Harel Insurance Investments & Financial Services reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 4,500 WisdomTree US MidCap Dividend Fund shares in Q3 2022, an estimated $175K.
Harel Insurance Investments & Financial Services first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2016 and held it in 8 quarters.
Harel Insurance Investments & Financial Services's WisdomTree US MidCap Dividend Fund position peaked at $752K in Q2 2021.
341 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2022.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2022, filed 31 Oct 2022.