McKinley Carter Wealth Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

McKinley Carter Wealth Services’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 Q4	–	Sell	-5,788	Closed	-$240K	–	291
2021 Q3	$240K	Buy	5,788 +295	+5%	+$12.4K	0.02%	264
2021 Q2	$230K	Sell	5,493 -1,067	-16%	-$45.2K	0.02%	264
2021 Q1	$265K	Buy	6,560 +12	+0.2%	+$456	0.02%	253
2020 Q4	$228K	Buy	+6,548	New	+$213K	0.03%	238
2018 Q2	–	Sell	-120	Closed	-$4K	–	221
2018 Q1	$4K	Buy	+120	New	+$4.19K	﹤0.01%	410

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

McKinley Carter Wealth Services's DON Position: Q4 2021 in Review

McKinley Carter Wealth Services sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2021, closing a stake of 5,788 shares — an estimated $240K sold.

McKinley Carter Wealth Services first reported a position in DON in Q1 2018 and held it in 5 quarters. The position peaked at $265K in Q1 2021. 348 funds tracked by Wall St. Rank hold DON as of Q4 2021.

McKinley Carter Wealth Services reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
McKinley Carter Wealth Services sold 5,788 WisdomTree US MidCap Dividend Fund shares in Q4 2021, an estimated $240K.
McKinley Carter Wealth Services first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2018 and held it in 5 quarters.
McKinley Carter Wealth Services's WisdomTree US MidCap Dividend Fund position peaked at $265K in Q1 2021.
348 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2021.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2021, filed 7 Feb 2022.