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PRW Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

PRW Wealth 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
2021
Q3 		– Sell
-5,670
Closed -$238K – 145
2021
Q2 		$238K Buy
+5,670
New +$240K 0.07% 238

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PRW Wealth Management's DON Position: Q3 2021 in Review

PRW Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2021, closing a stake of 5,670 shares — an estimated $238K sold.

PRW Wealth Management first reported a position in DON in Q2 2021 and held it in 1 quarter. The position peaked at $238K in Q2 2021. 316 funds tracked by Wall St. Rank hold DON as of Q3 2021.

  • PRW Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 5,670 WisdomTree US MidCap Dividend Fund shares in Q3 2021, an estimated $238K.
  • PRW Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $238K in Q2 2021.
  • 316 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.