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

Peterson Financial 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
2024 Q3	$1.91K	Buy	+37	New	+$1.81K	0.01%	369

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Peterson Financial Group's DON Position: Q3 2024 in Review

Peterson Financial Group opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q3 2024: 37 shares worth $1.91K. The stake represents 0.01% of the portfolio and ranks #369 among its holdings.

419 funds tracked by Wall St. Rank hold DON as of Q3 2024.

Peterson Financial Group held 37 shares of WisdomTree US MidCap Dividend Fund worth $1.91K as of Q3 2024.
WisdomTree US MidCap Dividend Fund was a new Peterson Financial Group position in Q3 2024.
WisdomTree US MidCap Dividend Fund made up 0.01% of Peterson Financial Group's portfolio in Q3 2024, its #369 holding.
419 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.