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Meristem Family Wealth’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Meristem Family Wealth’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 		$469K Hold
10,563
– – 0.05% 193
2021
Q4 		$469K Hold
10,563
– – 0.04% 234
2021
Q3 		$438K Hold
10,563
– – 0.04% 241
2021
Q2 		$443K Buy
+10,563
New +$447K 0.07% 179

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $617B AUM 30.33% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Meristem Family Wealth's DON Position: Q1 2022 in Review

Meristem Family Wealth held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q1 2022 at 10,563 shares worth $469K. The position accounts for 0.05% of the portfolio, ranked #193.

Meristem Family Wealth first reported a position in DON in Q2 2021 and has held it in 4 quarters since. 355 funds tracked by Wall St. Rank hold DON as of Q1 2022.

  • Meristem Family Wealth held 10,563 shares of WisdomTree US MidCap Dividend Fund worth $469K as of Q1 2022.
  • Meristem Family Wealth left its WisdomTree US MidCap Dividend Fund share count unchanged in Q1 2022.
  • WisdomTree US MidCap Dividend Fund made up 0.05% of Meristem Family Wealth's portfolio in Q1 2022, its #193 holding.
  • Meristem Family Wealth first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2021 and has held it in 4 quarters since.
  • 355 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.