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Laffer Tengler Investments’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Laffer Tengler Investments’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
2023
Q2 		– Sell
-328
Closed -$13.4K – 393
2023
Q1 		$13.4K Buy
+328
New +$13.9K ﹤0.01% 370

Other funds holding DON

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Laffer Tengler Investments's DON Position: Q2 2023 in Review

Laffer Tengler Investments sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2023, closing a stake of 328 shares — an estimated $13.4K sold.

Laffer Tengler Investments first reported a position in DON in Q1 2023 and held it in 1 quarter. The position peaked at $13.4K in Q1 2023. 372 funds tracked by Wall St. Rank hold DON as of Q2 2023.

  • Laffer Tengler Investments reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 328 WisdomTree US MidCap Dividend Fund shares in Q2 2023, an estimated $13.4K.
  • Laffer Tengler Investments first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2023 and held it in 1 quarter.
  • Laffer Tengler Investments's WisdomTree US MidCap Dividend Fund position peaked at $13.4K in Q1 2023.
  • 372 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2023.

Based on Laffer Tengler Investments's 13F filing for Q2 2023, filed 14 Aug 2023.