KLR Investment Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

KLR Investment Advisors’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 Q1	$528K	Sell	11,370 -1,694	-13%	-$77.7K	0.38%	66
2023 Q4	$597K	Buy	13,064 +1,095	+9%	+$45.9K	0.43%	57
2023 Q3	$490K	Sell	11,969 -249	-2%	-$10.6K	0.45%	67
2023 Q2	$514K	Buy	12,218 +212	+2%	+$8.6K	0.42%	65
2023 Q1	$492K	Buy	12,006 +397	+3%	+$16.9K	0.43%	71
2022 Q4	$478K	Buy	+11,609	New	+$480K	0.39%	70

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KLR Investment Advisors's DON Position: Q1 2024 in Review

KLR Investment Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 13% in Q1 2024, selling an estimated $77.7K and leaving 11,370 shares worth $528K. The position accounts for 0.38% of the portfolio, ranked #66.

KLR Investment Advisors first reported a position in DON in Q4 2022 and has held it in 6 quarters since. The position peaked at $597K in Q4 2023. 426 funds tracked by Wall St. Rank hold DON as of Q1 2024.

KLR Investment Advisors held 11,370 shares of WisdomTree US MidCap Dividend Fund worth $528K as of Q1 2024.
KLR Investment Advisors sold 1,694 WisdomTree US MidCap Dividend Fund shares in Q1 2024, an estimated $77.7K.
WisdomTree US MidCap Dividend Fund made up 0.38% of KLR Investment Advisors's portfolio in Q1 2024, its #66 holding.
KLR Investment Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and has held it in 6 quarters since.
KLR Investment Advisors's WisdomTree US MidCap Dividend Fund position peaked at $597K in Q4 2023.
426 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.