Total Clarity Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-224	Closed	-$9K	–	404
2022 Q2	$9K	Buy	+224	New	+$9.45K	﹤0.01%	687
2022 Q1	–	Sell	-204	Closed	-$9K	–	381
2021 Q4	$9K	Hold	204	–	–	﹤0.01%	716
2021 Q3	$8K	Buy	+204	New	+$8.56K	﹤0.01%	726
2021 Q2	–	Sell	-204	Closed	-$8K	–	323
2021 Q1	$8K	Buy	+204	New	+$7.76K	﹤0.01%	597
2020 Q1	–	Sell	-464	Closed	-$18K	–	212
2019 Q4	$18K	Buy	+464	New	+$17.2K	0.01%	411

Other funds holding DON

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Total Clarity Wealth Management's DON Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2022, closing a stake of 224 shares — an estimated $9K sold.

Total Clarity Wealth Management first reported a position in DON in Q4 2019 and held it in 5 quarters. The position peaked at $18K in Q4 2019. 341 funds tracked by Wall St. Rank hold DON as of Q3 2022.

Total Clarity Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 224 WisdomTree US MidCap Dividend Fund shares in Q3 2022, an estimated $9K.
Total Clarity Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $18K in Q4 2019.
341 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.