Ranch Capital Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Ranch Capital Advisors’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	-253	Closed	-$10K	–	260
2021 Q3	$10K	Hold	253	–	–	0.01%	467
2021 Q2	$10K	Hold	253	–	–	0.01%	643
2021 Q1	$10K	Sell	253 -59	-19%	-$2.24K	0.01%	629
2020 Q4	$10K	Sell	312 -12	-4%	-$390	0.01%	621
2020 Q3	$9K	Hold	324	–	–	0.01%	634
2020 Q2	$9K	Sell	324 -2,377	-88%	-$64.2K	0.01%	657
2020 Q1	$65K	Sell	2,701 -3,142	-54%	-$106K	0.06%	228
2019 Q4	$222K	Sell	5,843 -2,118	-27%	-$78.3K	0.18%	129
2019 Q3	$289K	Buy	+7,961	New	+$285K	0.31%	106

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

Ranch Capital Advisors's DON Position: Q4 2021 in Review

Ranch Capital Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2021, closing a stake of 253 shares — an estimated $10K sold.

Ranch Capital Advisors first reported a position in DON in Q3 2019 and held it in 9 quarters. The position peaked at $289K in Q3 2019. 348 funds tracked by Wall St. Rank hold DON as of Q4 2021.

Ranch Capital Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 253 WisdomTree US MidCap Dividend Fund shares in Q4 2021, an estimated $10K.
Ranch Capital Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2019 and held it in 9 quarters.
Ranch Capital Advisors's WisdomTree US MidCap Dividend Fund position peaked at $289K in Q3 2019.
348 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.