Mission Creek Capital Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Mission Creek Capital Partners’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 Q2	–	Sell	-6,539	Closed	-$319K	–	209
2024 Q1	$319K	Sell	6,539 -10	-0.2%	-$459	0.08%	197
2023 Q4	$299K	Sell	6,549 -520	-7%	-$21.8K	0.08%	191
2023 Q3	$290K	Buy	7,069 +241	+4%	+$10.3K	0.1%	184
2023 Q2	$287K	Buy	+6,828	New	+$277K	0.09%	193

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mission Creek Capital Partners's DON Position: Q2 2024 in Review

Mission Creek Capital Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2024, closing a stake of 6,539 shares — an estimated $319K sold.

Mission Creek Capital Partners first reported a position in DON in Q2 2023 and held it in 4 quarters. The position peaked at $319K in Q1 2024. 415 funds tracked by Wall St. Rank hold DON as of Q2 2024.

Mission Creek Capital Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
Mission Creek Capital Partners sold 6,539 WisdomTree US MidCap Dividend Fund shares in Q2 2024, an estimated $319K.
Mission Creek Capital Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2023 and held it in 4 quarters.
Mission Creek Capital Partners's WisdomTree US MidCap Dividend Fund position peaked at $319K in Q1 2024.
415 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2024.

Based on Mission Creek Capital Partners's 13F filing for Q2 2024, filed 14 Aug 2024.