Signify Wealth
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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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Linscomb Wealth
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Financial Planning & Information Services
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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.