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Inscription Capital’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Inscription Capital’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
2021
Q3 		– Sell
-29,525
Closed -$1.24M – 253
2021
Q2 		$1.24M Buy
+29,525
New +$1.25M 0.14% 118

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Inscription Capital's DON Position: Q3 2021 in Review

Inscription Capital sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2021, closing a stake of 29,525 shares — an estimated $1.24M sold.

Inscription Capital first reported a position in DON in Q2 2021 and held it in 1 quarter. The position peaked at $1.24M in Q2 2021. 316 funds tracked by Wall St. Rank hold DON as of Q3 2021.

  • Inscription Capital reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2021 after selling out during the quarter.
  • Inscription Capital sold 29,525 WisdomTree US MidCap Dividend Fund shares in Q3 2021, an estimated $1.24M.
  • Inscription Capital first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2021 and held it in 1 quarter.
  • Inscription Capital's WisdomTree US MidCap Dividend Fund position peaked at $1.24M in Q2 2021.
  • 316 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2021.

Based on Inscription Capital's 13F filing for Q3 2021, filed 9 Nov 2021.