Sweet Financial Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Sweet Financial Partners’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	$1.57M	Buy	30,765 +4	+0%	+$195	0.34%	64
2024 Q2	$1.44M	Sell	30,761 -1,426	-4%	-$67.4K	0.33%	64
2024 Q1	$1.57M	Sell	32,187 -176	-0.5%	-$8.07K	0.36%	62
2023 Q4	$1.48M	Buy	32,363 +5	+0%	+$210	0.35%	60
2023 Q3	$1.33M	Buy	32,358 +4	+0%	+$171	0.35%	61
2023 Q2	$1.36M	Buy	32,354 +5	+0%	+$203	0.35%	60
2023 Q1	$1.33M	Buy	32,349 +4	+0%	+$170	0.37%	52
2022 Q4	$1.33M	Sell	32,345 -491	-1%	-$20.3K	0.39%	40
2022 Q3	$1.24M	Sell	32,836 -880	-3%	-$36.2K	0.39%	34
2022 Q2	$1.31M	Sell	33,716 -1,133	-3%	-$47.8K	0.41%	34
2022 Q1	$1.55M	Buy	34,849 +936	+3%	+$40.9K	0.41%	32
2021 Q4	$1.5M	Buy	+33,913	New	+$1.48M	0.62%	22

Other funds holding DON

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sweet Financial Partners's DON Position: Q3 2024 in Review

Sweet Financial Partners increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.01% in Q3 2024, buying an estimated $195 and bringing the position to 30,765 shares worth $1.57M. The position accounts for 0.34% of the portfolio, ranked #64.

Sweet Financial Partners first reported a position in DON in Q4 2021 and has held it in 12 quarters since. 419 funds tracked by Wall St. Rank hold DON as of Q3 2024.

Sweet Financial Partners held 30,765 shares of WisdomTree US MidCap Dividend Fund worth $1.57M as of Q3 2024.
Sweet Financial Partners bought 4 WisdomTree US MidCap Dividend Fund shares in Q3 2024, an estimated $195.
WisdomTree US MidCap Dividend Fund made up 0.34% of Sweet Financial Partners's portfolio in Q3 2024, its #64 holding.
Sweet Financial Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and has held it in 12 quarters since.
419 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.