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Voya Financial Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Voya Financial Advisors’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
2021
Q2 		– Sell
-12,604
Closed -$511K – 343
2021
Q1 		$511K Buy
12,604
+515
+4% +$19.6K 0.02% 421
2020
Q4 		$419K Buy
12,089
+1,804
+18% +$58.7K 0.02% 435
2020
Q3 		$296K Sell
10,285
-1,437
-12% -$42.3K 0.01% 474
2020
Q2 		$328K Sell
11,722
-6,469
-36% -$175K 0.02% 454
2020
Q1 		$449K Sell
18,191
-8,866
-33% -$298K 0.02% 364
2019
Q4 		$1.03M Buy
27,057
+1,092
+4% +$40.4K 0.05% 264
2019
Q3 		$939K Buy
25,965
+1,220
+5% +$43.6K 0.05% 252
2019
Q2 		$887K Sell
24,745
-765
-3% -$27.5K 0.05% 264
2019
Q1 		$910K Sell
25,510
-4,340
-15% -$152K 0.05% 247
2018
Q4 		$936K Buy
29,850
+1,185
+4% +$40.6K 0.06% 218
2018
Q3 		$1.05M Buy
28,665
+7,764
+37% +$286K 0.06% 230
2018
Q2 		$749K Hold
20,901
– – 0.05% 255
2018
Q1 		$705K Sell
20,901
-750
-3% -$26.2K 0.05% 268
2017
Q4 		$767K Sell
21,651
-201
-0.9% -$6.88K 0.05% 264
2017
Q3 		$727K Buy
21,852
+882
+4% +$28.8K 0.05% 258
2017
Q2 		$681K Sell
20,970
-462
-2% -$15K 0.05% 264
2017
Q1 		$694K Buy
21,432
+1,803
+9% +$58.2K 0.05% 239
2016
Q4 		$619K Buy
19,629
+2,277
+13% +$69.5K 0.05% 245
2016
Q3 		$524K Buy
17,352
+2,847
+20% +$86.5K 0.05% 235
2016
Q2 		$426K Buy
14,505
+1,566
+12% +$45.5K 0.05% 239
2016
Q1 		$371K Buy
+12,939
New +$341K 0.05% 240

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
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Voya Financial Advisors's DON Position: Q2 2021 in Review

Voya Financial Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2021, closing a stake of 12,604 shares — an estimated $511K sold.

Voya Financial Advisors first reported a position in DON in Q1 2016 and held it in 21 quarters. The position peaked at $1.05M in Q3 2018. 312 funds tracked by Wall St. Rank hold DON as of Q2 2021.

  • Voya Financial Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 12,604 WisdomTree US MidCap Dividend Fund shares in Q2 2021, an estimated $511K.
  • Voya Financial Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2016 and held it in 21 quarters.
  • Voya Financial Advisors's WisdomTree US MidCap Dividend Fund position peaked at $1.05M in Q3 2018.
  • 312 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.