MOS
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MGO One Seven’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

MGO One Seven’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
-8,220
Closed -$337K – 820
2023
Q1 		$337K Buy
+8,220
New +$349K 0.02% 631
2020
Q3 		– Sell
-11,511
Closed -$326K – 471
2020
Q2 		$326K Buy
11,511
+772
+7% +$20.8K 0.08% 313
2020
Q1 		$259K Sell
10,739
-2,678
-20% -$90.1K 0.09% 303
2019
Q4 		$510K Buy
13,417
+728
+6% +$26.9K 0.13% 214
2019
Q3 		$461K Buy
12,689
+62
+0.5% +$2.22K 0.13% 217
2019
Q2 		$457K Sell
12,627
-483
-4% -$17.3K 0.15% 198
2019
Q1 		$469K Sell
13,110
-95
-0.7% -$3.32K 0.15% 198
2018
Q4 		$417K Buy
13,205
+2,431
+23% +$83.4K 0.18% 131
2018
Q3 		$397K Buy
+10,774
New +$397K 0.19% 153
2018
Q1 		$379K Sell
11,107
-20
-0.2% -$698 0.17% 137
2017
Q4 		$393K Buy
+11,127
New +$381K 0.18% 133

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MGO One Seven's DON Position: Q2 2023 in Review

MGO One Seven sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2023, closing a stake of 8,220 shares — an estimated $337K sold.

MGO One Seven first reported a position in DON in Q4 2017 and held it in 11 quarters. The position peaked at $510K in Q4 2019. 372 funds tracked by Wall St. Rank hold DON as of Q2 2023.

  • MGO One Seven reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • MGO One Seven sold 8,220 WisdomTree US MidCap Dividend Fund shares in Q2 2023, an estimated $337K.
  • MGO One Seven first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2017 and held it in 11 quarters.
  • MGO One Seven's WisdomTree US MidCap Dividend Fund position peaked at $510K in Q4 2019.
  • 372 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2023.

Based on MGO One Seven's 13F filing for Q2 2023, filed 11 Aug 2023.