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Householder Group Estate & Retirement Specialist’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-704
Closed -$35K – 705
2024
Q3 		$35K Hold
704
– – 0.01% 555
2024
Q2 		$32K Hold
704
– – 0.01% 567
2024
Q1 		$34.3K Hold
704
– – 0.01% 551
2023
Q4 		$32K Hold
704
– – 0.01% 547
2023
Q3 		$28.8K Buy
+704
New +$30K 0.01% 559
2023
Q1 		$29K Buy
+704
New +$29.9K 0.01% 556
2022
Q4 		– Sell
-704
Closed -$26K – 500
2022
Q3 		$26K Sell
704
-12,676
-95% -$522K 0.01% 524
2022
Q2 		$522K Buy
+13,380
New +$564K 0.23% 104

Other funds holding DON

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DON Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2024, closing a stake of 704 shares — an estimated $35K sold.

Householder Group Estate & Retirement Specialist first reported a position in DON in Q2 2022 and held it in 8 quarters. The position peaked at $522K in Q2 2022. 443 funds tracked by Wall St. Rank hold DON as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 704 WisdomTree US MidCap Dividend Fund shares in Q4 2024, an estimated $35K.
  • Householder Group Estate & Retirement Specialist first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's WisdomTree US MidCap Dividend Fund position peaked at $522K in Q2 2022.
  • 443 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.