Riverview Trust Company’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Riverview Trust Company’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
2023 Q2	–	Sell	-82	Closed	-$3.36K	–	692
2023 Q1	$3.36K	Buy	+82	New	+$3.48K	﹤0.01%	692
2020 Q2	–	Sell	-554,050	Closed	-$13.4M	–	263
2020 Q1	$13.4M	Buy	554,050 +6,230	+1%	+$210K	12.86%	2
2019 Q4	$20.8M	Buy	547,820 +29,718	+6%	+$1.1M	14.02%	1
2019 Q3	$18.8M	Buy	518,102 +297	+0.1%	+$10.6K	13.1%	1
2019 Q2	$18.7M	Buy	517,805 +6,115	+1%	+$220K	13.17%	1
2019 Q1	$18.3M	Buy	511,690 +7,634	+2%	+$267K	13.84%	1
2018 Q4	$15.9M	Buy	+504,056	New	+$17.3M	12.47%	2

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FPIS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Riverview Trust Company's DON Position: Q2 2023 in Review

Riverview Trust Company sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2023, closing a stake of 82 shares — an estimated $3.36K sold.

Riverview Trust Company first reported a position in DON in Q4 2018 and held it in 7 quarters. The position peaked at $20.8M in Q4 2019. 372 funds tracked by Wall St. Rank hold DON as of Q2 2023.

Riverview Trust Company reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
Riverview Trust Company sold 82 WisdomTree US MidCap Dividend Fund shares in Q2 2023, an estimated $3.36K.
Riverview Trust Company first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2018 and held it in 7 quarters.
Riverview Trust Company's WisdomTree US MidCap Dividend Fund position peaked at $20.8M in Q4 2019.
372 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2023.

Based on Riverview Trust Company's 13F filing for Q2 2023, filed 18 Jul 2023.