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Private Ocean’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Private Ocean’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
2021
Q2 		– Sell
-304
Closed -$12K – 546
2021
Q1 		$12K Buy
+304
New +$11.6K ﹤0.01% 415

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Private Ocean's DON Position: Q2 2021 in Review

Private Ocean sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2021, closing a stake of 304 shares — an estimated $12K sold.

Private Ocean first reported a position in DON in Q1 2021 and held it in 1 quarter. The position peaked at $12K in Q1 2021. 312 funds tracked by Wall St. Rank hold DON as of Q2 2021.

  • Private Ocean reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
  • Private Ocean sold 304 WisdomTree US MidCap Dividend Fund shares in Q2 2021, an estimated $12K.
  • Private Ocean first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2021 and held it in 1 quarter.
  • Private Ocean's WisdomTree US MidCap Dividend Fund position peaked at $12K in Q1 2021.
  • 312 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2021.

Based on Private Ocean's 13F filing for Q2 2021, filed 2 Aug 2021.