Lenox Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Lenox Wealth 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
2022 Q1	$1.69M	Buy	38,600 +750	+2%	+$32.8K	0.21%	33
2021 Q4	$1.68M	Hold	37,850	–	–	0.2%	34
2021 Q3	$1.57M	Hold	37,850	–	–	0.2%	32
2021 Q2	$1.59M	Buy	+37,850	New	+$1.6M	0.2%	33
2020 Q1	–	Sell	-132	Closed	-$5K	–	802
2019 Q4	$5K	Buy	+132	New	+$4.88K	﹤0.01%	476

Other funds holding DON

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Lenox Wealth Advisors's DON Position: Q1 2022 in Review

Lenox Wealth Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 2% in Q1 2022, buying an estimated $32.8K and bringing the position to 38,600 shares worth $1.69M. The position accounts for 0.21% of the portfolio, ranked #33.

Lenox Wealth Advisors first reported a position in DON in Q4 2019 and has held it in 5 quarters since. 356 funds tracked by Wall St. Rank hold DON as of Q1 2022.

Lenox Wealth Advisors held 38,600 shares of WisdomTree US MidCap Dividend Fund worth $1.69M as of Q1 2022.
Lenox Wealth Advisors bought 750 WisdomTree US MidCap Dividend Fund shares in Q1 2022, an estimated $32.8K.
WisdomTree US MidCap Dividend Fund made up 0.21% of Lenox Wealth Advisors's portfolio in Q1 2022, its #33 holding.
Lenox Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and has held it in 5 quarters since.
356 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.