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

Herold 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
-750
Closed -$33.3K – 300
2022
Q1 		$33.3K Buy
+750
New +$32.8K 0.01% 438

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

Herold Advisors's DON Position: Q2 2022 in Review

Herold Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2022, closing a stake of 750 shares — an estimated $33.3K sold.

Herold Advisors first reported a position in DON in Q1 2022 and held it in 1 quarter. The position peaked at $33.3K in Q1 2022. 356 funds tracked by Wall St. Rank hold DON as of Q2 2022.

  • Herold Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 750 WisdomTree US MidCap Dividend Fund shares in Q2 2022, an estimated $33.3K.
  • Herold Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2022 and held it in 1 quarter.
  • Herold Advisors's WisdomTree US MidCap Dividend Fund position peaked at $33.3K in Q1 2022.
  • 356 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.