Sanford Advisory Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
Other funds holding DON
LW
FPIS
Sanford Advisory Services's DON Position: Q4 2022 in Review
Sanford Advisory Services increased its WisdomTree US MidCap Dividend Fund (DON) stake by 2.8% in Q4 2022, buying an estimated $165K and bringing the position to 144,450 shares worth $5.94M. The position accounts for 1.42% of the portfolio, ranked #18.
Sanford Advisory Services first reported a position in DON in Q2 2022 and has held it in 3 quarters since. 367 funds tracked by Wall St. Rank hold DON as of Q4 2022.
- Sanford Advisory Services held 144,450 shares of WisdomTree US MidCap Dividend Fund worth $5.94M as of Q4 2022.
- Sanford Advisory Services bought 3,995 WisdomTree US MidCap Dividend Fund shares in Q4 2022, an estimated $165K.
- WisdomTree US MidCap Dividend Fund made up 1.42% of Sanford Advisory Services's portfolio in Q4 2022, its #18 holding.
- Sanford Advisory Services first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2022 and has held it in 3 quarters since.
- 367 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2022.
Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.