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Safeguard Financial’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Safeguard Financial’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
Q3 		– Sell
-251
Closed -$10K – 190
2023
Q2 		$10K Buy
+251
New +$10.2K ﹤0.01% 335

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Safeguard Financial's DON Position: Q3 2023 in Review

Safeguard Financial sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2023, closing a stake of 251 shares — an estimated $10K sold.

Safeguard Financial first reported a position in DON in Q2 2023 and held it in 1 quarter. The position peaked at $10K in Q2 2023. 378 funds tracked by Wall St. Rank hold DON as of Q3 2023.

  • Safeguard Financial reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 251 WisdomTree US MidCap Dividend Fund shares in Q3 2023, an estimated $10K.
  • Safeguard Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's WisdomTree US MidCap Dividend Fund position peaked at $10K in Q2 2023.
  • 378 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.