RWML
DON icon

RAFFA WEALTH MANAGEMENT, LLC’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2019
Q1 		– Sell
-8,032
Closed -$254K – 727
2018
Q4 		$254K Buy
8,032
+32
+0.4% +$1.1K 0.1% 54
2018
Q3 		$295K Buy
+8,000
New +$295K 0.1% 69

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's DON Position: Q1 2019 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2019, closing a stake of 8,032 shares — an estimated $254K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DON in Q3 2018 and held it in 2 quarters. The position peaked at $295K in Q3 2018. 306 funds tracked by Wall St. Rank hold DON as of Q1 2019.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 8,032 WisdomTree US MidCap Dividend Fund shares in Q1 2019, an estimated $254K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2018 and held it in 2 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's WisdomTree US MidCap Dividend Fund position peaked at $295K in Q3 2018.
  • 306 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2019.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2019, filed 27 Jul 2026.