NFA
DON icon

Northwest Financial Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Northwest Financial 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
Q4 		– Sell
-805
Closed -$41.2K – 212
2024
Q3 		$41.2K Buy
+805
New +$39.3K 0.03% 250
2024
Q1 		– Sell
-805
Closed -$36.8K – 191
2023
Q4 		$36.8K Buy
+805
New +$33.8K 0.03% 242

Other funds holding DON

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwest Financial Advisors's DON Position: Q4 2024 in Review

Northwest Financial Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2024, closing a stake of 805 shares — an estimated $41.2K sold.

Northwest Financial Advisors first reported a position in DON in Q4 2023 and held it in 2 quarters. The position peaked at $41.2K in Q3 2024. 443 funds tracked by Wall St. Rank hold DON as of Q4 2024.

  • Northwest Financial Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 805 WisdomTree US MidCap Dividend Fund shares in Q4 2024, an estimated $41.2K.
  • Northwest Financial Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's WisdomTree US MidCap Dividend Fund position peaked at $41.2K in Q3 2024.
  • 443 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.