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Tucker Asset Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Tucker Asset 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
2024
Q2 		– Sell
-97
Closed -$4.73K – 1707
2024
Q1 		$4.73K Hold
97
– – ﹤0.01% 1102
2023
Q4 		$4.43K Hold
97
– – ﹤0.01% 939
2023
Q3 		$3.97K Buy
+97
New +$4.13K ﹤0.01% 882
2022
Q4 		– Sell
-1,017
Closed -$42.5K – 856
2022
Q3 		$42.5K Buy
+1,017
New +$41.9K 0.01% 150

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tucker Asset Management's DON Position: Q2 2024 in Review

Tucker Asset Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2024, closing a stake of 97 shares — an estimated $4.73K sold.

Tucker Asset Management first reported a position in DON in Q3 2022 and held it in 4 quarters. The position peaked at $42.5K in Q3 2022. 415 funds tracked by Wall St. Rank hold DON as of Q2 2024.

  • Tucker Asset Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
  • Tucker Asset Management sold 97 WisdomTree US MidCap Dividend Fund shares in Q2 2024, an estimated $4.73K.
  • Tucker Asset Management first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2022 and held it in 4 quarters.
  • Tucker Asset Management's WisdomTree US MidCap Dividend Fund position peaked at $42.5K in Q3 2022.
  • 415 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2024.

Based on Tucker Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.