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

Sheets Smith 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
2023
Q4 		– Sell
-2,505
Closed -$103K – 373
2023
Q3 		$103K Buy
+2,505
New +$107K 0.02% 344

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sheets Smith Wealth Management's DON Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2023, closing a stake of 2,505 shares — an estimated $103K sold.

Sheets Smith Wealth Management first reported a position in DON in Q3 2023 and held it in 1 quarter. The position peaked at $103K in Q3 2023. 410 funds tracked by Wall St. Rank hold DON as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,505 WisdomTree US MidCap Dividend Fund shares in Q4 2023, an estimated $103K.
  • Sheets Smith Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $103K in Q3 2023.
  • 410 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.