MLA
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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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return