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Regent Peak Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Regent Peak Wealth 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
Q1 		– Sell
-488
Closed -$17K – 361
2020
Q4 		$17K Buy
+488
New +$15.9K 0.01% 479

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
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Regent Peak Wealth Advisors's DON Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2021, closing a stake of 488 shares — an estimated $17K sold.

Regent Peak Wealth Advisors first reported a position in DON in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 309 funds tracked by Wall St. Rank hold DON as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 488 WisdomTree US MidCap Dividend Fund shares in Q1 2021, an estimated $17K.
  • Regent Peak Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $17K in Q4 2020.
  • 309 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.