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

Ironwood Financial’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 Q4	–	Sell	-600	Closed	-$25K	–	225
2021 Q3	$25K	Hold	600	–	–	0.01%	258
2021 Q2	$25K	Hold	600	–	–	0.01%	255
2021 Q1	$24K	Hold	600	–	–	0.01%	239
2020 Q4	$21K	Sell	600 -333	-36%	-$10.8K	0.01%	244
2020 Q3	$27K	Hold	933	–	–	0.01%	161
2020 Q2	$26K	Hold	933	–	–	0.01%	153
2020 Q1	$23K	Hold	933	–	–	0.02%	135
2019 Q4	$35K	Hold	933	–	–	0.02%	141
2019 Q3	$34K	Hold	933	–	–	0.02%	148
2019 Q2	$34K	Hold	933	–	–	0.02%	149
2019 Q1	$33K	Buy	+933	New	+$32.6K	0.02%	151

Other funds holding DON

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ironwood Financial's DON Position: Q4 2021 in Review

Ironwood Financial sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2021, closing a stake of 600 shares — an estimated $25K sold.

Ironwood Financial first reported a position in DON in Q1 2019 and held it in 11 quarters. The position peaked at $35K in Q4 2019. 348 funds tracked by Wall St. Rank hold DON as of Q4 2021.

Ironwood Financial reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 600 WisdomTree US MidCap Dividend Fund shares in Q4 2021, an estimated $25K.
Ironwood Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2019 and held it in 11 quarters.
Ironwood Financial's WisdomTree US MidCap Dividend Fund position peaked at $35K in Q4 2019.
348 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.