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

Vigilare 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 Q2	–	Sell	-5,716	Closed	-$254K	–	118
2022 Q1	$254K	Sell	5,716 -215	-4%	-$9.4K	0.21%	113
2021 Q4	$263K	Buy	5,931 +15	+0.3%	+$655	0.16%	148
2021 Q3	$245K	Buy	+5,916	New	+$248K	0.15%	164
2020 Q2	–	Sell	-15,295	Closed	-$370K	–	129
2020 Q1	$370K	Sell	15,295 -1,694	-10%	-$57K	0.44%	60
2019 Q4	$632K	Buy	+16,989	New	+$628K	0.42%	63

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

Vigilare Wealth Management's DON Position: Q2 2022 in Review

Vigilare Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2022, closing a stake of 5,716 shares — an estimated $254K sold.

Vigilare Wealth Management first reported a position in DON in Q4 2019 and held it in 5 quarters. The position peaked at $632K in Q4 2019. 356 funds tracked by Wall St. Rank hold DON as of Q2 2022.

Vigilare Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
Vigilare Wealth Management sold 5,716 WisdomTree US MidCap Dividend Fund shares in Q2 2022, an estimated $254K.
Vigilare Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and held it in 5 quarters.
Vigilare Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $632K in Q4 2019.
356 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2022.

Based on Vigilare Wealth Management's 13F filing for Q2 2022, filed 11 Jul 2022.