Tennessee Valley Asset Management Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Tennessee Valley Asset Management 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 Q1	–	Sell	-377	Closed	-$17.2K	–	284
2023 Q4	$17.2K	Buy	+377	New	+$15.8K	﹤0.01%	362
2019 Q4	–	Sell	-5,843	Closed	-$212K	–	65
2019 Q3	$212K	Sell	5,843 -160	-3%	-$5.72K	0.15%	52
2019 Q2	$217K	Sell	6,003 -1,052	-15%	-$37.8K	0.16%	59
2019 Q1	$253K	Sell	7,055 -1,360	-16%	-$47.5K	0.22%	50
2018 Q4	$266K	Buy	+8,415	New	+$289K	0.3%	48

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tennessee Valley Asset Management Partners's DON Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2024, closing a stake of 377 shares — an estimated $17.2K sold.

Tennessee Valley Asset Management Partners first reported a position in DON in Q4 2018 and held it in 5 quarters. The position peaked at $266K in Q4 2018. 426 funds tracked by Wall St. Rank hold DON as of Q1 2024.

Tennessee Valley Asset Management Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
Tennessee Valley Asset Management Partners sold 377 WisdomTree US MidCap Dividend Fund shares in Q1 2024, an estimated $17.2K.
Tennessee Valley Asset Management Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2018 and held it in 5 quarters.
Tennessee Valley Asset Management Partners's WisdomTree US MidCap Dividend Fund position peaked at $266K in Q4 2018.
426 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.