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Retirement Planning Company of New England’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-4,333
Closed -$192K – 389
2021
Q4 		$192K Buy
+4,333
New +$189K 0.09% 220

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Retirement Planning Company of New England's DON Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2022, closing a stake of 4,333 shares — an estimated $192K sold.

Retirement Planning Company of New England first reported a position in DON in Q4 2021 and held it in 1 quarter. The position peaked at $192K in Q4 2021. 356 funds tracked by Wall St. Rank hold DON as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 4,333 WisdomTree US MidCap Dividend Fund shares in Q1 2022, an estimated $192K.
  • Retirement Planning Company of New England first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's WisdomTree US MidCap Dividend Fund position peaked at $192K in Q4 2021.
  • 356 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.