Realta Investment Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Realta Investment 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
2024 Q3	–	Sell	-188	Closed	-$8.77K	–	435
2024 Q2	$8.77K	Buy	188 +2	+1%	+$95	﹤0.01%	682
2024 Q1	$9.09K	Buy	+186	New	+$8.53K	﹤0.01%	705
2023 Q1	–	Sell	-765	Closed	-$31.5K	–	493
2022 Q4	$31.5K	Hold	765	–	–	0.01%	596
2022 Q3	$29K	Buy	+765	New	+$31.5K	0.01%	588
2020 Q1	–	Sell	-55	Closed	-$2K	–	564
2019 Q4	$2K	Hold	55	–	–	﹤0.01%	1469
2019 Q3	$2K	Sell	55 -145	-73%	-$5.18K	﹤0.01%	1489
2019 Q2	$7K	Buy	+200	New	+$7.18K	﹤0.01%	1243

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Realta Investment Advisors's DON Position: Q3 2024 in Review

Realta Investment Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2024, closing a stake of 188 shares — an estimated $8.77K sold.

Realta Investment Advisors first reported a position in DON in Q2 2019 and held it in 7 quarters. The position peaked at $31.5K in Q4 2022. 419 funds tracked by Wall St. Rank hold DON as of Q3 2024.

Realta Investment Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 188 WisdomTree US MidCap Dividend Fund shares in Q3 2024, an estimated $8.77K.
Realta Investment Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2019 and held it in 7 quarters.
Realta Investment Advisors's WisdomTree US MidCap Dividend Fund position peaked at $31.5K in Q4 2022.
419 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.