Independent Wealth Network’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Independent Wealth Network’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	-3,964	Closed	-$203K	–	240
2024 Q3	$203K	Sell	3,964 -1,416	-26%	-$69.2K	0.09%	212
2024 Q2	$252K	Sell	5,380 -4,696	-47%	-$222K	0.12%	183
2024 Q1	$491K	Sell	10,076 -234	-2%	-$10.7K	0.23%	116
2023 Q4	$471K	Buy	10,310 +114	+1%	+$4.78K	0.25%	110
2023 Q3	$418K	Sell	10,196 -699	-6%	-$29.8K	0.26%	103
2023 Q2	$458K	Buy	10,895 +3,039	+39%	+$123K	0.28%	94
2023 Q1	$322K	Buy	7,856 +1,385	+21%	+$58.9K	0.21%	125
2022 Q4	$266K	Buy	+6,471	New	+$268K	0.18%	139

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

Independent Wealth Network's DON Position: Q4 2024 in Review

Independent Wealth Network sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2024, closing a stake of 3,964 shares — an estimated $203K sold.

Independent Wealth Network first reported a position in DON in Q4 2022 and held it in 8 quarters. The position peaked at $491K in Q1 2024. 444 funds tracked by Wall St. Rank hold DON as of Q4 2024.

Independent Wealth Network reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
Independent Wealth Network sold 3,964 WisdomTree US MidCap Dividend Fund shares in Q4 2024, an estimated $203K.
Independent Wealth Network first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and held it in 8 quarters.
Independent Wealth Network's WisdomTree US MidCap Dividend Fund position peaked at $491K in Q1 2024.
444 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2024.

Based on Independent Wealth Network's 13F filing for Q4 2024, filed 17 Jan 2025.