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Romano Brothers & Co’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-502
Closed -$20.7K – 469
2022
Q4 		$20.7K Buy
+502
New +$20.8K ﹤0.01% 610

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Romano Brothers & Co's DON Position: Q1 2023 in Review

Romano Brothers & Co sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2023, closing a stake of 502 shares — an estimated $20.7K sold.

Romano Brothers & Co first reported a position in DON in Q4 2022 and held it in 1 quarter. The position peaked at $20.7K in Q4 2022. 367 funds tracked by Wall St. Rank hold DON as of Q1 2023.

  • Romano Brothers & Co reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 502 WisdomTree US MidCap Dividend Fund shares in Q1 2023, an estimated $20.7K.
  • Romano Brothers & Co first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's WisdomTree US MidCap Dividend Fund position peaked at $20.7K in Q4 2022.
  • 367 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.