Mid Atlantic Financial Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$279K	Buy	6,742 +5	+0.1%	+$210	0.02%	689
2021 Q2	$283K	Buy	6,737 +846	+14%	+$35.8K	0.02%	691
2021 Q1	$238K	Buy	+5,891	New	+$224K	0.02%	721
2020 Q1	–	Sell	-8,650	Closed	-$329K	–	705
2019 Q4	$329K	Buy	8,650 +2,009	+30%	+$74.3K	0.03%	499
2019 Q3	$241K	Buy	6,641 +8	+0.1%	+$286	0.03%	574
2019 Q2	$240K	Sell	6,633 -517	-7%	-$18.6K	0.03%	588
2019 Q1	$256K	Buy	7,150 +5	+0.1%	+$175	0.03%	560
2018 Q4	$226K	Buy	+7,145	New	+$245K	0.03%	553

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

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

Mid Atlantic Financial Management's DON Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.07% in Q3 2021, buying an estimated $210 and bringing the position to 6,742 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #689.

Mid Atlantic Financial Management first reported a position in DON in Q4 2018 and has held it in 8 quarters since. The position peaked at $329K in Q4 2019. 316 funds tracked by Wall St. Rank hold DON as of Q3 2021.

Mid Atlantic Financial Management held 6,742 shares of WisdomTree US MidCap Dividend Fund worth $279K as of Q3 2021.
Mid Atlantic Financial Management bought 5 WisdomTree US MidCap Dividend Fund shares in Q3 2021, an estimated $210.
WisdomTree US MidCap Dividend Fund made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #689 holding.
Mid Atlantic Financial Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2018 and has held it in 8 quarters since.
Mid Atlantic Financial Management's WisdomTree US MidCap Dividend Fund position peaked at $329K in Q4 2019.
316 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.