Princeton Global Asset Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Princeton Global Asset Management’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
2023 Q2	–	Sell	-64	Closed	-$2.62K	–	588
2023 Q1	$2.62K	Sell	64 -345	-84%	-$14.7K	﹤0.01%	508
2022 Q4	$17K	Hold	409	–	–	0.01%	343
2022 Q3	$15K	Hold	409	–	–	0.01%	348
2022 Q2	$16K	Hold	409	–	–	0.01%	353
2022 Q1	$18K	Hold	409	–	–	0.01%	373
2021 Q4	$18K	Hold	409	–	–	0.01%	349
2021 Q3	$17K	Hold	409	–	–	0.01%	352
2021 Q2	$17K	Hold	409	–	–	0.01%	362
2021 Q1	$17K	Hold	409	–	–	0.01%	339
2020 Q4	$14K	Hold	409	–	–	﹤0.01%	364
2020 Q3	$12K	Hold	409	–	–	﹤0.01%	341
2020 Q2	$11K	Buy	+409	New	+$11K	﹤0.01%	411

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Princeton Global Asset Management's DON Position: Q2 2023 in Review

Princeton Global Asset Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2023, closing a stake of 64 shares — an estimated $2.62K sold.

Princeton Global Asset Management first reported a position in DON in Q2 2020 and held it in 12 quarters. The position peaked at $18K in Q1 2022. 372 funds tracked by Wall St. Rank hold DON as of Q2 2023.

Princeton Global Asset Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
Princeton Global Asset Management sold 64 WisdomTree US MidCap Dividend Fund shares in Q2 2023, an estimated $2.62K.
Princeton Global Asset Management first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2020 and held it in 12 quarters.
Princeton Global Asset Management's WisdomTree US MidCap Dividend Fund position peaked at $18K in Q1 2022.
372 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2023.

Based on Princeton Global Asset Management's 13F filing for Q2 2023, filed 4 Aug 2023.