Source Financial Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Source Financial 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
2024 Q3	$357K	Hold	6,990	–	–	0.11%	86
2024 Q2	$327K	Hold	6,990	–	–	0.1%	90
2024 Q1	$341K	Hold	6,990	–	–	0.1%	91
2023 Q4	$319K	Hold	6,990	–	–	0.1%	98
2023 Q3	$286K	Hold	6,990	–	–	0.1%	105
2023 Q2	$294K	Hold	6,990	–	–	0.1%	108
2023 Q1	$286K	Hold	6,990	–	–	0.1%	103
2022 Q4	$288K	Buy	+6,990	New	+$289K	0.11%	103

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Source Financial Advisors's DON Position: Q3 2024 in Review

Source Financial Advisors held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q3 2024 at 6,990 shares worth $357K. The position accounts for 0.11% of the portfolio, ranked #86.

Source Financial Advisors first reported a position in DON in Q4 2022 and has held it in 8 quarters since. 419 funds tracked by Wall St. Rank hold DON as of Q3 2024.

Source Financial Advisors held 6,990 shares of WisdomTree US MidCap Dividend Fund worth $357K as of Q3 2024.
Source Financial Advisors left its WisdomTree US MidCap Dividend Fund share count unchanged in Q3 2024.
WisdomTree US MidCap Dividend Fund made up 0.11% of Source Financial Advisors's portfolio in Q3 2024, its #86 holding.
Source Financial Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and has held it in 8 quarters since.
419 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.