Sonora Investment Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Sonora Investment 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
2021 Q3	$30K	Hold	720	–	–	﹤0.01%	526
2021 Q2	$30K	Buy	+720	New	+$30.5K	﹤0.01%	486
2020 Q3	–	Sell	-2,692	Closed	-$76K	–	1794
2020 Q2	$76K	Hold	2,692	–	–	0.01%	387
2020 Q1	$65K	Hold	2,692	–	–	0.01%	393
2019 Q4	$102K	Hold	2,692	–	–	0.01%	342
2019 Q3	$98K	Buy	2,692 +1,957	+266%	+$70K	0.01%	352
2019 Q2	$27K	Buy	+735	New	+$26.4K	﹤0.01%	719

Other funds holding DON

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sonora Investment Management's DON Position: Q3 2021 in Review

Sonora Investment Management held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q3 2021 at 720 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Sonora Investment Management first reported a position in DON in Q2 2019 and has held it in 7 quarters since. The position peaked at $102K in Q4 2019. 316 funds tracked by Wall St. Rank hold DON as of Q3 2021.

Sonora Investment Management held 720 shares of WisdomTree US MidCap Dividend Fund worth $30K as of Q3 2021.
Sonora Investment Management left its WisdomTree US MidCap Dividend Fund share count unchanged in Q3 2021.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #526 holding.
Sonora Investment Management first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2019 and has held it in 7 quarters since.
Sonora Investment Management's WisdomTree US MidCap Dividend Fund position peaked at $102K in Q4 2019.
316 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.