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Marshall & Sullivan’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Marshall & Sullivan’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
Q3 		– Sell
-72
Closed -$2K – 46
2022
Q2 		$2K Buy
+72
New +$3.04K ﹤0.01% 85

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
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
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Marshall & Sullivan's DON Position: Q3 2022 in Review

Marshall & Sullivan sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2022, closing a stake of 72 shares — an estimated $2K sold.

Marshall & Sullivan first reported a position in DON in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 341 funds tracked by Wall St. Rank hold DON as of Q3 2022.

  • Marshall & Sullivan reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • Marshall & Sullivan sold 72 WisdomTree US MidCap Dividend Fund shares in Q3 2022, an estimated $2K.
  • Marshall & Sullivan first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2022 and held it in 1 quarter.
  • Marshall & Sullivan's WisdomTree US MidCap Dividend Fund position peaked at $2K in Q2 2022.
  • 341 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2022.

Based on Marshall & Sullivan's 13F filing for Q3 2022, filed 28 Oct 2022.