Selective Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Selective Wealth 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
2022 Q3	–	Sell	-1,000	Closed	-$39K	–	779
2022 Q2	$39K	Hold	1,000	–	–	0.01%	358
2022 Q1	$44K	Hold	1,000	–	–	0.02%	325
2021 Q4	$44K	Hold	1,000	–	–	0.02%	293
2021 Q3	$41K	Buy	1,000 +500	+100%	+$21K	0.02%	278
2021 Q2	$21K	Buy	+500	New	+$21.2K	0.02%	274

Other funds holding DON

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Selective Wealth Management's DON Position: Q3 2022 in Review

Selective Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2022, closing a stake of 1,000 shares — an estimated $39K sold.

Selective Wealth Management first reported a position in DON in Q2 2021 and held it in 5 quarters. The position peaked at $44K in Q1 2022. 341 funds tracked by Wall St. Rank hold DON as of Q3 2022.

Selective Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
Selective Wealth Management sold 1,000 WisdomTree US MidCap Dividend Fund shares in Q3 2022, an estimated $39K.
Selective Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2021 and held it in 5 quarters.
Selective Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $44K in Q1 2022.
341 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.