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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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. 444 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.
444 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.