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Lindbrook Capital’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Lindbrook Capital’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
2021
Q3 		– Sell
-770
Closed -$32K – 1882
2021
Q2 		$32K Buy
+770
New +$32.6K 0.01% 615
2020
Q1 		– Sell
-730
Closed -$28K – 1715
2019
Q4 		$28K Buy
+730
New +$27K 0.01% 622

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lindbrook Capital's DON Position: Q3 2021 in Review

Lindbrook Capital sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2021, closing a stake of 770 shares — an estimated $32K sold.

Lindbrook Capital first reported a position in DON in Q4 2019 and held it in 2 quarters. The position peaked at $32K in Q2 2021. 316 funds tracked by Wall St. Rank hold DON as of Q3 2021.

  • Lindbrook Capital reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2021 after selling out during the quarter.
  • Lindbrook Capital sold 770 WisdomTree US MidCap Dividend Fund shares in Q3 2021, an estimated $32K.
  • Lindbrook Capital first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and held it in 2 quarters.
  • Lindbrook Capital's WisdomTree US MidCap Dividend Fund position peaked at $32K in Q2 2021.
  • 316 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2021.

Based on Lindbrook Capital's 13F filing for Q3 2021, filed 5 Nov 2021.