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HC Financial Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

HC Financial Advisors’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 		$512K Buy
13,139
+321
+3% +$13.5K 0.34% 67
2022
Q1 		$569K Buy
12,818
+902
+8% +$39.4K 0.34% 66
2021
Q4 		$529K Buy
11,916
+30
+0.3% +$1.31K 0.29% 68
2021
Q3 		$493K Buy
11,886
+16
+0.1% +$672 0.3% 68
2021
Q2 		$498K Sell
11,870
-920
-7% -$38.9K 0.29% 68
2021
Q1 		$517K Sell
12,790
-1,171
-8% -$44.5K 0.32% 64
2020
Q4 		$486K Sell
13,961
-8,157
-37% -$265K 0.31% 64
2020
Q3 		$640K Sell
22,118
-1,438
-6% -$42.4K 0.46% 60
2020
Q2 		$668K Sell
23,556
-2,427
-9% -$65.5K 0.52% 57
2020
Q1 		$628K Sell
25,983
-822
-3% -$27.7K 0.56% 55
2019
Q4 		$1.02M Buy
26,805
+12,396
+86% +$458K 0.8% 49
2019
Q3 		$523K Buy
14,409
+419
+3% +$15K 0.45% 61
2019
Q2 		$506K Sell
13,990
-251
-2% -$9.01K 0.51% 45
2019
Q1 		$510K Sell
14,241
-1,558
-10% -$54.4K 0.53% 44
2018
Q4 		$500K Sell
15,799
-802
-5% -$27.5K 1.12% 21
2018
Q3 		$612K Sell
16,601
-127
-0.8% -$4.68K 0.54% 54
2018
Q2 		$599K Buy
16,728
+120
+0.7% +$4.21K 0.58% 54
2018
Q1 		$567K Buy
16,608
+81
+0.5% +$2.83K 0.56% 55
2017
Q4 		$583K Buy
+16,527
New +$566K 0.56% 53

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

HC Financial Advisors's DON Position: Q2 2022 in Review

HC Financial Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 2.5% in Q2 2022, buying an estimated $13.5K and bringing the position to 13,139 shares worth $512K. The position accounts for 0.34% of the portfolio, ranked #67.

HC Financial Advisors first reported a position in DON in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.02M in Q4 2019. 356 funds tracked by Wall St. Rank hold DON as of Q2 2022.

  • HC Financial Advisors held 13,139 shares of WisdomTree US MidCap Dividend Fund worth $512K as of Q2 2022.
  • HC Financial Advisors bought 321 WisdomTree US MidCap Dividend Fund shares in Q2 2022, an estimated $13.5K.
  • WisdomTree US MidCap Dividend Fund made up 0.34% of HC Financial Advisors's portfolio in Q2 2022, its #67 holding.
  • HC Financial Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2017 and has held it in 19 quarters since.
  • HC Financial Advisors's WisdomTree US MidCap Dividend Fund position peaked at $1.02M in Q4 2019.
  • 356 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.