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Vident Investment Advisory’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Vident Investment Advisory’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
Q3 		– Sell
-51,428
Closed -$2.16M – 291
2023
Q2 		$2.16M Buy
+51,428
New +$2.09M 0.07% 294

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Vident Investment Advisory's DON Position: Q3 2023 in Review

Vident Investment Advisory sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2023, closing a stake of 51,428 shares — an estimated $2.16M sold.

Vident Investment Advisory first reported a position in DON in Q2 2023 and held it in 1 quarter. The position peaked at $2.16M in Q2 2023. 379 funds tracked by Wall St. Rank hold DON as of Q3 2023.

  • Vident Investment Advisory reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 51,428 WisdomTree US MidCap Dividend Fund shares in Q3 2023, an estimated $2.16M.
  • Vident Investment Advisory first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2023 and held it in 1 quarter.
  • Vident Investment Advisory's WisdomTree US MidCap Dividend Fund position peaked at $2.16M in Q2 2023.
  • 379 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.