Migdal Insurance & Financial Holdings’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Migdal Insurance & Financial Holdings’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
2024 Q4	–	Sell	-150	Closed	-$8K	–	384
2024 Q3	$8K	Hold	150	–	–	﹤0.01%	341
2024 Q2	$7K	Hold	150	–	–	﹤0.01%	441
2024 Q1	$7K	Hold	150	–	–	﹤0.01%	347
2023 Q4	$7K	Hold	150	–	–	﹤0.01%	439
2023 Q3	$6K	Hold	150	–	–	﹤0.01%	442
2023 Q2	$6K	Hold	150	–	–	﹤0.01%	422
2023 Q1	$6K	Hold	150	–	–	﹤0.01%	475
2022 Q4	$6K	Hold	150	–	–	﹤0.01%	472
2022 Q3	$6K	Hold	150	–	–	﹤0.01%	459
2022 Q2	$6K	Hold	150	–	–	﹤0.01%	549
2022 Q1	$7K	Hold	150	–	–	﹤0.01%	565
2021 Q4	$7K	Hold	150	–	–	﹤0.01%	629
2021 Q3	$6K	Hold	150	–	–	﹤0.01%	627
2021 Q2	$6K	Hold	150	–	–	﹤0.01%	558
2021 Q1	$6K	Hold	150	–	–	﹤0.01%	649
2020 Q4	$5K	Hold	150	–	–	﹤0.01%	631
2020 Q3	$4K	Hold	150	–	–	﹤0.01%	649
2020 Q2	$4K	Hold	150	–	–	﹤0.01%	655
2020 Q1	$4K	Hold	150	–	–	﹤0.01%	626
2019 Q4	$6K	Hold	150	–	–	﹤0.01%	720
2019 Q3	$5K	Hold	150	–	–	﹤0.01%	728
2019 Q2	$5K	Hold	150	–	–	﹤0.01%	724
2019 Q1	$5K	Hold	150	–	–	﹤0.01%	687
2018 Q4	$5K	Hold	150	–	–	﹤0.01%	683
2018 Q3	$6K	Buy	+150	New	+$5.52K	﹤0.01%	761

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Migdal Insurance & Financial Holdings's DON Position: Q4 2024 in Review

Migdal Insurance & Financial Holdings sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2024, closing a stake of 150 shares — an estimated $8K sold.

Migdal Insurance & Financial Holdings first reported a position in DON in Q3 2018 and held it in 25 quarters. The position peaked at $8K in Q3 2024. 444 funds tracked by Wall St. Rank hold DON as of Q4 2024.

Migdal Insurance & Financial Holdings reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 150 WisdomTree US MidCap Dividend Fund shares in Q4 2024, an estimated $8K.
Migdal Insurance & Financial Holdings first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2018 and held it in 25 quarters.
Migdal Insurance & Financial Holdings's WisdomTree US MidCap Dividend Fund position peaked at $8K in Q3 2024.
444 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2024, filed 28 Jan 2025.