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Sloy Dahl & Holst’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Sloy Dahl & Holst’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
Q1 		– Sell
-6,865
Closed -$262K – 65
2020
Q4 		$262K Buy
+6,865
New +$223K 0.13% 43
2020
Q1 		– Sell
-6,865
Closed -$261K – 39
2019
Q4 		$261K Buy
+6,865
New +$254K 0.24% 38

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 $2.31B AUM 28.23% 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
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sloy Dahl & Holst's DON Position: Q1 2021 in Review

Sloy Dahl & Holst sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2021, closing a stake of 6,865 shares — an estimated $262K sold.

Sloy Dahl & Holst first reported a position in DON in Q4 2019 and held it in 2 quarters. The position peaked at $262K in Q4 2020. 309 funds tracked by Wall St. Rank hold DON as of Q1 2021.

  • Sloy Dahl & Holst reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Sloy Dahl & Holst sold 6,865 WisdomTree US MidCap Dividend Fund shares in Q1 2021, an estimated $262K.
  • Sloy Dahl & Holst first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and held it in 2 quarters.
  • Sloy Dahl & Holst's WisdomTree US MidCap Dividend Fund position peaked at $262K in Q4 2020.
  • 309 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2021.

Based on Sloy Dahl & Holst's 13F filing for Q1 2021, filed 12 May 2021.