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Retireful LLC’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Retireful LLC’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
Q2 		– Sell
-8,839
Closed -$377K – 10
2022
Q1 		$377K Buy
+8,839
New +$387K 9.06% 3

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 $2.31B AUM 28.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retireful LLC's DON Position: Q2 2022 in Review

Retireful LLC sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2022, closing a stake of 8,839 shares — an estimated $377K sold.

Retireful LLC first reported a position in DON in Q1 2022 and held it in 1 quarter. The position peaked at $377K in Q1 2022. 356 funds tracked by Wall St. Rank hold DON as of Q2 2022.

  • Retireful LLC reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • Retireful LLC sold 8,839 WisdomTree US MidCap Dividend Fund shares in Q2 2022, an estimated $377K.
  • Retireful LLC first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2022 and held it in 1 quarter.
  • Retireful LLC's WisdomTree US MidCap Dividend Fund position peaked at $377K in Q1 2022.
  • 356 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2022.

Based on Retireful LLC's 13F filing for Q2 2022, filed 22 Jul 2022.