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Personal CFO Solutions’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Personal CFO Solutions’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
-11,464
Closed -$586K – 495
2024
Q3 		$586K Sell
11,464
-2,000
-15% -$97.8K 0.08% 228
2024
Q2 		$630K Hold
13,464
– – 0.1% 201
2024
Q1 		$657K Buy
13,464
+3,724
+38% +$171K 0.1% 200
2023
Q4 		$445K Hold
9,740
– – 0.08% 257
2023
Q3 		$399K Sell
9,740
-314
-3% -$13.4K 0.08% 251
2023
Q2 		$423K Buy
10,054
+500
+5% +$20.3K 0.09% 243
2023
Q1 		$392K Buy
9,554
+1,157
+14% +$49.2K 0.08% 245
2022
Q4 		$345K Buy
8,397
+1,429
+21% +$59.1K 0.07% 264
2022
Q3 		$262K Sell
6,968
-28
-0.4% -$1.15K 0.07% 283
2022
Q2 		$273K Buy
6,996
+564
+9% +$23.8K 0.06% 292
2022
Q1 		$286K Sell
6,432
-19
-0.3% -$831 0.06% 346
2021
Q4 		$286K Buy
6,451
+76
+1% +$3.32K 0.05% 337
2021
Q3 		$264K Hold
6,375
– – 0.05% 338
2021
Q2 		$267K Sell
6,375
-529
-8% -$22.4K 0.05% 326
2021
Q1 		$279K Hold
6,904
– – 0.06% 281
2020
Q4 		$240K Sell
6,904
-2,017
-23% -$65.6K 0.06% 306
2020
Q3 		$0 Sell
8,921
-33,682
-79% -$992K ﹤0.01% 187
2020
Q2 		$1.21M Buy
42,603
+3,838
+10% +$104K 0.36% 66
2020
Q1 		$937K Sell
38,765
-7,193
-16% -$242K 0.34% 68
2019
Q4 		$1.76M Buy
45,958
+19,699
+75% +$729K 0.5% 32
2019
Q3 		$953K Buy
+26,259
New +$939K 0.38% 64

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Personal CFO Solutions's DON Position: Q4 2024 in Review

Personal CFO Solutions sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2024, closing a stake of 11,464 shares — an estimated $586K sold.

Personal CFO Solutions first reported a position in DON in Q3 2019 and held it in 21 quarters. The position peaked at $1.76M in Q4 2019. 444 funds tracked by Wall St. Rank hold DON as of Q4 2024.

  • Personal CFO Solutions reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 11,464 WisdomTree US MidCap Dividend Fund shares in Q4 2024, an estimated $586K.
  • Personal CFO Solutions first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2019 and held it in 21 quarters.
  • Personal CFO Solutions's WisdomTree US MidCap Dividend Fund position peaked at $1.76M in Q4 2019.
  • 444 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.