Journey Advisory Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Journey Advisory Group’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
2022 Q4	–	Sell	-9,000	Closed	-$339K	–	225
2022 Q3	$339K	Hold	9,000	–	–	0.09%	177
2022 Q2	$380K	Hold	9,000	–	–	0.09%	179
2022 Q1	$400K	Hold	9,000	–	–	0.1%	159
2021 Q4	$399K	Hold	9,000	–	–	0.11%	154
2021 Q3	$373K	Hold	9,000	–	–	0.12%	147
2021 Q2	$378K	Hold	9,000	–	–	0.12%	146
2021 Q1	$364K	Hold	9,000	–	–	0.13%	132
2020 Q4	$313K	Buy	+9,000	New	+$293K	0.12%	134

Other funds holding DON

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

FPIS

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

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

Journey Advisory Group's DON Position: Q4 2022 in Review

Journey Advisory Group sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2022, closing a stake of 9,000 shares — an estimated $339K sold.

Journey Advisory Group first reported a position in DON in Q4 2020 and held it in 8 quarters. The position peaked at $400K in Q1 2022. 367 funds tracked by Wall St. Rank hold DON as of Q4 2022.

Journey Advisory Group reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
Journey Advisory Group sold 9,000 WisdomTree US MidCap Dividend Fund shares in Q4 2022, an estimated $339K.
Journey Advisory Group first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and held it in 8 quarters.
Journey Advisory Group's WisdomTree US MidCap Dividend Fund position peaked at $400K in Q1 2022.
367 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2022.

Based on Journey Advisory Group's 13F filing for Q4 2022, filed 7 Feb 2023.