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My Legacy Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

My Legacy Advisors’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
Q3 		– Sell
-14,361
Closed -$672K – 203
2024
Q2 		$672K Sell
14,361
-4,436
-24% -$210K 0.21% 124
2024
Q1 		$917K Sell
18,797
-2,546
-12% -$117K 0.31% 93
2023
Q4 		$963K Sell
21,343
-728
-3% -$30.5K 0.35% 85
2023
Q3 		$883K Buy
22,071
+3,591
+19% +$153K 0.36% 84
2023
Q2 		$800K Buy
18,480
+189
+1% +$7.67K 0.31% 100
2023
Q1 		$743K Buy
18,291
+1,040
+6% +$44.2K 0.32% 109
2022
Q4 		$778K Sell
17,251
-1,474
-8% -$61K 0.33% 108
2022
Q3 		$725K Buy
18,725
+3,364
+22% +$138K 0.37% 96
2022
Q2 		$604K Buy
15,361
+9,179
+148% +$387K 0.3% 127
2022
Q1 		$275K Buy
+6,182
New +$270K 0.13% 160

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

My Legacy Advisors's DON Position: Q3 2024 in Review

My Legacy Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2024, closing a stake of 14,361 shares — an estimated $672K sold.

My Legacy Advisors first reported a position in DON in Q1 2022 and held it in 10 quarters. The position peaked at $963K in Q4 2023. 419 funds tracked by Wall St. Rank hold DON as of Q3 2024.

  • My Legacy Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • My Legacy Advisors sold 14,361 WisdomTree US MidCap Dividend Fund shares in Q3 2024, an estimated $672K.
  • My Legacy Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2022 and held it in 10 quarters.
  • My Legacy Advisors's WisdomTree US MidCap Dividend Fund position peaked at $963K in Q4 2023.
  • 419 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2024.

Based on My Legacy Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.