Newbridge Financial Services Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Newbridge Financial Services Group’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
2023 Q2	–	Sell	-339	Closed	-$13.9K	–	1374
2023 Q1	$13.9K	Sell	339 -65	-16%	-$2.76K	0.01%	832
2022 Q4	$16.6K	Buy	404 +12	+3%	+$496	0.01%	786
2022 Q3	$15K	Buy	392 +7	+2%	+$288	0.01%	777
2022 Q2	$15K	Buy	385 +58	+18%	+$2.45K	0.01%	733
2022 Q1	$15K	Hold	327	–	–	0.01%	805
2021 Q4	$14K	Buy	327 +3	+0.9%	+$131	0.01%	829
2021 Q3	$13K	Buy	324 +215	+197%	+$9.03K	0.01%	794
2021 Q2	$5K	Buy	+109	New	+$4.61K	﹤0.01%	1119

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FPIS

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

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

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

Newbridge Financial Services Group's DON Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2023, closing a stake of 339 shares — an estimated $13.9K sold.

Newbridge Financial Services Group first reported a position in DON in Q2 2021 and held it in 8 quarters. The position peaked at $16.6K in Q4 2022. 372 funds tracked by Wall St. Rank hold DON as of Q2 2023.

Newbridge Financial Services Group reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 339 WisdomTree US MidCap Dividend Fund shares in Q2 2023, an estimated $13.9K.
Newbridge Financial Services Group first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2021 and held it in 8 quarters.
Newbridge Financial Services Group's WisdomTree US MidCap Dividend Fund position peaked at $16.6K in Q4 2022.
372 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.