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Planning Capital Management Corporation’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Planning Capital Management Corporation’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
Q1 		– Sell
-485
Closed -$22.2K – 659
2023
Q4 		$22.2K Buy
+485
New +$20.3K 0.02% 273

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LW
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LPL Financial
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Creative Planning
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Planning Capital Management Corporation's DON Position: Q1 2024 in Review

Planning Capital Management Corporation sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2024, closing a stake of 485 shares — an estimated $22.2K sold.

Planning Capital Management Corporation first reported a position in DON in Q4 2023 and held it in 1 quarter. The position peaked at $22.2K in Q4 2023. 426 funds tracked by Wall St. Rank hold DON as of Q1 2024.

  • Planning Capital Management Corporation reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 485 WisdomTree US MidCap Dividend Fund shares in Q1 2024, an estimated $22.2K.
  • Planning Capital Management Corporation first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and held it in 1 quarter.
  • Planning Capital Management Corporation's WisdomTree US MidCap Dividend Fund position peaked at $22.2K in Q4 2023.
  • 426 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2024.

Based on Planning Capital Management Corporation's 13F filing for Q1 2024, filed 26 Apr 2024.