Ten Capital Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Ten Capital Wealth 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
2023 Q2	$776K	Buy	18,474 +1,209	+7%	+$49K	0.23%	40
2023 Q1	$708K	Sell	17,265 -39,586	-70%	-$1.68M	0.23%	39
2022 Q4	$2.34M	Sell	56,851 -195	-0.3%	-$8.06K	0.94%	15
2022 Q3	$2.15M	Sell	57,046 -3,618	-6%	-$149K	0.98%	19
2022 Q2	$2.37M	Buy	60,664 +1,897	+3%	+$80K	1.03%	20
2022 Q1	$2.61M	Sell	58,767 -210,620	-78%	-$9.21M	1.09%	19
2021 Q4	$11.9M	Buy	269,387 +16,060	+6%	+$701K	4.88%	6
2021 Q3	$10.5M	Buy	253,327 +3,528	+1%	+$148K	4.91%	6
2021 Q2	$10.5M	Buy	249,799 +11,871	+5%	+$502K	2.37%	14
2021 Q1	$9.62M	Sell	237,928 -1,371	-0.6%	-$52.1K	2.35%	10
2020 Q4	$8.33M	Buy	239,299 +34,908	+17%	+$1.13M	2.32%	9
2020 Q3	$5.91M	Buy	+204,391	New	+$6.02M	1.99%	17

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

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

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

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

FPIS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ten Capital Wealth Advisors's DON Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 7% in Q2 2023, buying an estimated $49K and bringing the position to 18,474 shares worth $776K. The position accounts for 0.23% of the portfolio, ranked #40.

Ten Capital Wealth Advisors first reported a position in DON in Q3 2020 and has held it in 12 quarters since. The position peaked at $11.9M in Q4 2021. 372 funds tracked by Wall St. Rank hold DON as of Q2 2023.

Ten Capital Wealth Advisors held 18,474 shares of WisdomTree US MidCap Dividend Fund worth $776K as of Q2 2023.
Ten Capital Wealth Advisors bought 1,209 WisdomTree US MidCap Dividend Fund shares in Q2 2023, an estimated $49K.
WisdomTree US MidCap Dividend Fund made up 0.23% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #40 holding.
Ten Capital Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2020 and has held it in 12 quarters since.
Ten Capital Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $11.9M in Q4 2021.
372 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.