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Viridian RIA’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Viridian RIA’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
Q1 		– Sell
-32,400
Closed -$1.42M – 40
2021
Q4 		$1.44M Buy
+32,400
New +$1.41M 0.3% 43
2021
Q2 		– Hold
0
– – – 45
2021
Q1 		– Hold
0
– – – 43

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 $2.31B AUM 28.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Viridian RIA's DON Position: Q1 2022 in Review

Viridian RIA sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2022, closing a stake of 32,400 shares — an estimated $1.42M sold.

Viridian RIA first reported a position in DON in Q4 2021 and held it in 1 quarter. The position peaked at $1.44M in Q4 2021. 356 funds tracked by Wall St. Rank hold DON as of Q1 2022.

  • Viridian RIA reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
  • Viridian RIA sold 32,400 WisdomTree US MidCap Dividend Fund shares in Q1 2022, an estimated $1.42M.
  • Viridian RIA first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and held it in 1 quarter.
  • Viridian RIA's WisdomTree US MidCap Dividend Fund position peaked at $1.44M in Q4 2021.
  • 356 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.