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

Kiely Wealth 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
2024
Q4 		$1.51M Buy
29,296
+22,362
+322% +$1.17M 0.97% 12
2024
Q3 		$373K Buy
+6,934
New +$339K 0.24% 31

Other funds holding DON

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kiely Wealth Advisory Group's DON Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its WisdomTree US MidCap Dividend Fund (DON) stake by 322% in Q4 2024, buying an estimated $1.17M and bringing the position to 29,296 shares worth $1.51M. The position accounts for 0.97% of the portfolio, ranked #12.

Kiely Wealth Advisory Group first reported a position in DON in Q3 2024 and has held it in 2 quarters since. 443 funds tracked by Wall St. Rank hold DON as of Q4 2024.

  • Kiely Wealth Advisory Group held 29,296 shares of WisdomTree US MidCap Dividend Fund worth $1.51M as of Q4 2024.
  • Kiely Wealth Advisory Group bought 22,362 WisdomTree US MidCap Dividend Fund shares in Q4 2024, an estimated $1.17M.
  • WisdomTree US MidCap Dividend Fund made up 0.97% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #12 holding.
  • Kiely Wealth Advisory Group first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2024 and has held it in 2 quarters since.
  • 443 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.