Mascoma Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Mascoma Wealth Management’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	-128	Closed	-$5.25K	–	517
2023 Q1	$5.25K	Hold	128	–	–	﹤0.01%	476
2022 Q4	$5.27K	Hold	128	–	–	﹤0.01%	485
2022 Q3	$5K	Hold	128	–	–	﹤0.01%	472
2022 Q2	$5K	Hold	128	–	–	﹤0.01%	495
2022 Q1	$6K	Hold	128	–	–	﹤0.01%	487
2021 Q4	$6K	Hold	128	–	–	﹤0.01%	437
2021 Q3	$5K	Buy	+128	New	+$5.37K	﹤0.01%	381
2021 Q2	–	Sell	-128	Closed	-$5K	–	193
2021 Q1	$5K	Buy	+128	New	+$4.87K	﹤0.01%	379

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Mascoma Wealth Management's DON Position: Q2 2023 in Review

Mascoma Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2023, closing a stake of 128 shares — an estimated $5.25K sold.

Mascoma Wealth Management first reported a position in DON in Q1 2021 and held it in 8 quarters. The position peaked at $6K in Q1 2022. 372 funds tracked by Wall St. Rank hold DON as of Q2 2023.

Mascoma Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 128 WisdomTree US MidCap Dividend Fund shares in Q2 2023, an estimated $5.25K.
Mascoma Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2021 and held it in 8 quarters.
Mascoma Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $6K in Q1 2022.
372 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.