Private Wealth Advisors (California)’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Private Wealth Advisors (California)’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 Q4	–	Sell	-43,331	Closed	-$1.88M	–	103
2021 Q3	$1.88M	Sell	43,331 -205	-0.5%	-$8.61K	0.45%	47
2021 Q2	$1.83M	Buy	43,536 +3,194	+8%	+$135K	0.56%	35
2021 Q1	$1.63M	Buy	40,342 +8,188	+25%	+$311K	0.55%	32
2020 Q4	$1.17M	Buy	+32,154	New	+$1.05M	0.4%	37

Other funds holding DON

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Private Wealth Advisors (California)'s DON Position: Q4 2021 in Review

Private Wealth Advisors (California) sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2021, closing a stake of 43,331 shares — an estimated $1.88M sold.

Private Wealth Advisors (California) first reported a position in DON in Q4 2020 and held it in 4 quarters. The position peaked at $1.88M in Q3 2021. 348 funds tracked by Wall St. Rank hold DON as of Q4 2021.

Private Wealth Advisors (California) reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
Private Wealth Advisors (California) sold 43,331 WisdomTree US MidCap Dividend Fund shares in Q4 2021, an estimated $1.88M.
Private Wealth Advisors (California) first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and held it in 4 quarters.
Private Wealth Advisors (California)'s WisdomTree US MidCap Dividend Fund position peaked at $1.88M in Q3 2021.
348 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2021.

Based on Private Wealth Advisors (California)'s 13F filing for Q4 2021, filed 11 Feb 2022.