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

Reframe Wealth’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
2022
Q4 		$370K Buy
+9,000
New +$372K 0.14% 41

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Reframe Wealth's DON Position: Q4 2022 in Review

Reframe Wealth opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q4 2022: 9,000 shares worth $370K. The stake represents 0.14% of the portfolio and ranks #41 among its holdings.

367 funds tracked by Wall St. Rank hold DON as of Q4 2022.

  • Reframe Wealth held 9,000 shares of WisdomTree US MidCap Dividend Fund worth $370K as of Q4 2022.
  • WisdomTree US MidCap Dividend Fund was a new Reframe Wealth position in Q4 2022.
  • WisdomTree US MidCap Dividend Fund made up 0.14% of Reframe Wealth's portfolio in Q4 2022, its #41 holding.
  • 367 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2022.

Based on Reframe Wealth's 13F filing for Q4 2022, filed 30 Mar 2023.