KerberRose Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

KerberRose Wealth Management’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 Q2	$509K	Buy	+13,067	New	+$551K	0.41%	49

Other funds holding DON

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $617B AUM 30.33% 1-Year Est. Return

KerberRose Wealth Management's DON Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2022: 13,067 shares worth $509K. The stake represents 0.41% of the portfolio and ranks #49 among its holdings.

355 funds tracked by Wall St. Rank hold DON as of Q2 2022.

KerberRose Wealth Management held 13,067 shares of WisdomTree US MidCap Dividend Fund worth $509K as of Q2 2022.
WisdomTree US MidCap Dividend Fund was a new KerberRose Wealth Management position in Q2 2022.
WisdomTree US MidCap Dividend Fund made up 0.41% of KerberRose Wealth Management's portfolio in Q2 2022, its #49 holding.
355 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.