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

Signify Wealth’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
Q3 		– Sell
-312,552
Closed -$13.1M – 15
2021
Q2 		$13.1M Buy
+312,552
New +$13.2M 10.1% 4
2021
Q1 		– Sell
-371,751
Closed -$12.9M – 15
2020
Q4 		$12.9M Buy
+371,751
New +$12.1M 10.24% 4

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Signify Wealth's DON Position: Q3 2021 in Review

Signify Wealth sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2021, closing a stake of 312,552 shares — an estimated $13.1M sold.

Signify Wealth first reported a position in DON in Q4 2020 and held it in 2 quarters. The position peaked at $13.1M in Q2 2021. 316 funds tracked by Wall St. Rank hold DON as of Q3 2021.

  • Signify Wealth reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2021 after selling out during the quarter.
  • Signify Wealth sold 312,552 WisdomTree US MidCap Dividend Fund shares in Q3 2021, an estimated $13.1M.
  • Signify Wealth first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and held it in 2 quarters.
  • Signify Wealth's WisdomTree US MidCap Dividend Fund position peaked at $13.1M in Q2 2021.
  • 316 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2021.

Based on Signify Wealth's 13F filing for Q3 2021, filed 2 Nov 2021.