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StrongBox Wealth’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

StrongBox 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
2020
Q3 		– Sell
-25,308
Closed -$717K – 81
2020
Q2 		$717K Sell
25,308
-28,225
-53% -$762K 0.65% 46
2020
Q1 		$1.29M Buy
+53,533
New +$1.8M 1.47% 24

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 $2.25B AUM 23.36% 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
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

StrongBox Wealth's DON Position: Q3 2020 in Review

StrongBox Wealth sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2020, closing a stake of 25,308 shares — an estimated $717K sold.

StrongBox Wealth first reported a position in DON in Q1 2020 and held it in 2 quarters. The position peaked at $1.29M in Q1 2020. 279 funds tracked by Wall St. Rank hold DON as of Q3 2020.

  • StrongBox Wealth reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
  • StrongBox Wealth sold 25,308 WisdomTree US MidCap Dividend Fund shares in Q3 2020, an estimated $717K.
  • StrongBox Wealth first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2020 and held it in 2 quarters.
  • StrongBox Wealth's WisdomTree US MidCap Dividend Fund position peaked at $1.29M in Q1 2020.
  • 279 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2020.

Based on StrongBox Wealth's 13F filing for Q3 2020, filed 20 Oct 2020.