VVP
DON icon

Venture Visionary Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Venture Visionary 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
2022
Q3 		– Sell
-864
Closed -$33.7K – 748
2022
Q2 		$33.7K Buy
+864
New +$36.4K ﹤0.01% 900

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Venture Visionary Partners's DON Position: Q3 2022 in Review

Venture Visionary Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2022, closing a stake of 864 shares — an estimated $33.7K sold.

Venture Visionary Partners first reported a position in DON in Q2 2022 and held it in 1 quarter. The position peaked at $33.7K in Q2 2022. 341 funds tracked by Wall St. Rank hold DON as of Q3 2022.

  • Venture Visionary Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 864 WisdomTree US MidCap Dividend Fund shares in Q3 2022, an estimated $33.7K.
  • Venture Visionary Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's WisdomTree US MidCap Dividend Fund position peaked at $33.7K in Q2 2022.
  • 341 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.