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

JD Financial Services’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 		$8.09M Buy
182,264
+18,644
+11% +$814K 6.66% 6
2021
Q3 		$6.78M Buy
163,620
+11,472
+8% +$482K 6.19% 7
2021
Q2 		$6.38M Buy
152,148
+119,978
+373% +$5.08M 5.92% 7
2021
Q1 		$1.3M Buy
+32,170
New +$1.22M 1.65% 15

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JD Financial Services's DON Position: Q4 2021 in Review

JD Financial Services increased its WisdomTree US MidCap Dividend Fund (DON) stake by 11% in Q4 2021, buying an estimated $814K and bringing the position to 182,264 shares worth $8.09M. The position accounts for 6.66% of the portfolio, ranked #6.

JD Financial Services first reported a position in DON in Q1 2021 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold DON as of Q4 2021.

  • JD Financial Services held 182,264 shares of WisdomTree US MidCap Dividend Fund worth $8.09M as of Q4 2021.
  • JD Financial Services bought 18,644 WisdomTree US MidCap Dividend Fund shares in Q4 2021, an estimated $814K.
  • WisdomTree US MidCap Dividend Fund made up 6.66% of JD Financial Services's portfolio in Q4 2021, its #6 holding.
  • JD Financial Services first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2021 and has held it in 4 quarters since.
  • 348 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.