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Pacific Capital Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Pacific Capital Wealth 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
-7
Closed -$327 – 527
2024
Q2 		$327 Buy
+7
New +$331 ﹤0.01% 481

Other funds holding DON

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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

Pacific Capital Wealth Advisors's DON Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2024, closing a stake of 7 shares — an estimated $327 sold.

Pacific Capital Wealth Advisors first reported a position in DON in Q2 2024 and held it in 1 quarter. The position peaked at $327 in Q2 2024. 419 funds tracked by Wall St. Rank hold DON as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 7 WisdomTree US MidCap Dividend Fund shares in Q3 2024, an estimated $327.
  • Pacific Capital Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $327 in Q2 2024.
  • 419 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.