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SkyView Investment Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

SkyView Investment Advisors’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
Q2 		– Sell
-32,116
Closed -$1.32M – 783
2023
Q1 		$1.32M Sell
32,116
-2,389
-7% -$102K 0.31% 80
2022
Q4 		$1.42M Buy
+34,505
New +$1.43M 0.43% 67

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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

SkyView Investment Advisors's DON Position: Q2 2023 in Review

SkyView Investment Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2023, closing a stake of 32,116 shares — an estimated $1.32M sold.

SkyView Investment Advisors first reported a position in DON in Q4 2022 and held it in 2 quarters. The position peaked at $1.42M in Q4 2022. 372 funds tracked by Wall St. Rank hold DON as of Q2 2023.

  • SkyView Investment Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 32,116 WisdomTree US MidCap Dividend Fund shares in Q2 2023, an estimated $1.32M.
  • SkyView Investment Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and held it in 2 quarters.
  • SkyView Investment Advisors's WisdomTree US MidCap Dividend Fund position peaked at $1.42M in Q4 2022.
  • 372 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2023.

Based on SkyView Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.