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Sadoff Investment Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Sadoff Investment Management’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
2020
Q4 		– Sell
-13,502
Closed -$390K – 84
2020
Q3 		$390K Buy
+13,502
New +$398K 0.03% 71

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Bank of America
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LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Sadoff Investment Management's DON Position: Q4 2020 in Review

Sadoff Investment Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2020, closing a stake of 13,502 shares — an estimated $390K sold.

Sadoff Investment Management first reported a position in DON in Q3 2020 and held it in 1 quarter. The position peaked at $390K in Q3 2020. 308 funds tracked by Wall St. Rank hold DON as of Q4 2020.

  • Sadoff Investment Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Sadoff Investment Management sold 13,502 WisdomTree US MidCap Dividend Fund shares in Q4 2020, an estimated $390K.
  • Sadoff Investment Management first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2020 and held it in 1 quarter.
  • Sadoff Investment Management's WisdomTree US MidCap Dividend Fund position peaked at $390K in Q3 2020.
  • 308 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2020.

Based on Sadoff Investment Management's 13F filing for Q4 2020, filed 2 Feb 2021.