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Oxler Private Wealth’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Oxler Private Wealth’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
2022
Q4 		– Sell
-240
Closed -$23K – 144
2022
Q3 		$23K Buy
+240
New +$9.88K 0.01% 279

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Oxler Private Wealth's DON Position: Q4 2022 in Review

Oxler Private Wealth sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2022, closing a stake of 240 shares — an estimated $23K sold.

Oxler Private Wealth first reported a position in DON in Q3 2022 and held it in 1 quarter. The position peaked at $23K in Q3 2022. 367 funds tracked by Wall St. Rank hold DON as of Q4 2022.

  • Oxler Private Wealth reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 240 WisdomTree US MidCap Dividend Fund shares in Q4 2022, an estimated $23K.
  • Oxler Private Wealth first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's WisdomTree US MidCap Dividend Fund position peaked at $23K in Q3 2022.
  • 367 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.