Seven Springs Wealth Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Seven Springs Wealth Group’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
2021 Q2	–	Sell	-1,452	Closed	-$59K	–	96
2021 Q1	$59K	Hold	1,452	–	–	0.03%	77
2020 Q4	$51K	Hold	1,452	–	–	0.03%	78
2020 Q3	$42K	Hold	1,452	–	–	0.03%	78
2020 Q2	$41K	Hold	1,452	–	–	0.03%	76
2020 Q1	$35K	Sell	1,452 -507	-26%	-$17.1K	0.02%	77
2019 Q4	$75K	Buy	+1,959	New	+$72.4K	0.05%	79

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

Financial Insights Tacoma, Washington $309M AUM 17.27% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Seven Springs Wealth Group's DON Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2021, closing a stake of 1,452 shares — an estimated $59K sold.

Seven Springs Wealth Group first reported a position in DON in Q4 2019 and held it in 6 quarters. The position peaked at $75K in Q4 2019. 312 funds tracked by Wall St. Rank hold DON as of Q2 2021.

Seven Springs Wealth Group reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 1,452 WisdomTree US MidCap Dividend Fund shares in Q2 2021, an estimated $59K.
Seven Springs Wealth Group first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and held it in 6 quarters.
Seven Springs Wealth Group's WisdomTree US MidCap Dividend Fund position peaked at $75K in Q4 2019.
312 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.