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

Hoover 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
2020
Q4 		– Sell
-481
Closed -$14K – 527
2020
Q3 		$14K Hold
481
– – ﹤0.01% 159
2020
Q2 		$14K Buy
+481
New +$13K 0.01% 309

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Hoover Financial Advisors's DON Position: Q4 2020 in Review

Hoover Financial Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2020, closing a stake of 481 shares — an estimated $14K sold.

Hoover Financial Advisors first reported a position in DON in Q2 2020 and held it in 2 quarters. The position peaked at $14K in Q3 2020. 308 funds tracked by Wall St. Rank hold DON as of Q4 2020.

  • Hoover Financial Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Hoover Financial Advisors sold 481 WisdomTree US MidCap Dividend Fund shares in Q4 2020, an estimated $14K.
  • Hoover Financial Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2020 and held it in 2 quarters.
  • Hoover Financial Advisors's WisdomTree US MidCap Dividend Fund position peaked at $14K in Q3 2020.
  • 308 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2020.

Based on Hoover Financial Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.