Heritage Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Heritage Wealth 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	–	Sell	-2,564	Closed	-$114K	–	562
2022 Q1	$114K	Hold	2,564	–	–	0.01%	239
2021 Q4	$114K	Hold	2,564	–	–	0.01%	253
2021 Q3	$106K	Hold	2,564	–	–	0.01%	246
2021 Q2	$108K	Hold	2,564	–	–	0.01%	253
2021 Q1	$104K	Hold	2,564	–	–	0.01%	263
2020 Q4	$89K	Hold	2,564	–	–	0.01%	267
2020 Q3	$74.2K	Hold	2,564	–	–	0.01%	236
2020 Q2	$72.7K	Hold	2,564	–	–	0.01%	232
2020 Q1	$61.9K	Hold	2,564	–	–	0.01%	238
2019 Q4	$97.5K	Hold	2,564	–	–	0.01%	234
2019 Q3	$93K	Hold	2,564	–	–	0.01%	217
2019 Q2	$92.8K	Hold	2,564	–	–	0.01%	198
2019 Q1	$91.8K	Buy	+2,564	New	+$89.5K	0.02%	183

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heritage Wealth Advisors's DON Position: Q2 2022 in Review

Heritage Wealth Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2022, closing a stake of 2,564 shares — an estimated $114K sold.

Heritage Wealth Advisors first reported a position in DON in Q1 2019 and held it in 13 quarters. The position peaked at $114K in Q1 2022. 356 funds tracked by Wall St. Rank hold DON as of Q2 2022.

Heritage Wealth Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 2,564 WisdomTree US MidCap Dividend Fund shares in Q2 2022, an estimated $114K.
Heritage Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2019 and held it in 13 quarters.
Heritage Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $114K in Q1 2022.
356 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2022.

Based on Heritage Wealth Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.