Wealthstreet Investment Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Wealthstreet Investment 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	-26,765	Closed	-$1.08M	–	150
2021 Q1	$1.08M	Hold	26,765	–	–	0.11%	164
2020 Q4	$932K	Hold	26,765	–	–	0.09%	170
2020 Q3	$774K	Hold	26,765	–	–	0.09%	174
2020 Q2	$759K	Buy	26,765 +2,065	+8%	+$55.8K	0.09%	167
2020 Q1	$597K	Buy	24,700 +5,050	+26%	+$170K	0.09%	167
2019 Q4	$747K	Hold	19,650	–	–	0.09%	184
2019 Q3	$729K	Buy	19,650 +9,150	+87%	+$327K	0.09%	176
2019 Q2	$380K	Hold	10,500	–	–	0.05%	256
2019 Q1	$376K	Hold	10,500	–	–	0.05%	256
2018 Q4	$362K	Sell	10,500 -7,500	-42%	-$257K	0.05%	248
2018 Q3	$664K	Hold	18,000	–	–	0.08%	211
2018 Q2	$644K	Hold	18,000	–	–	0.09%	203
2018 Q1	$614K	Hold	18,000	–	–	0.08%	207
2017 Q4	$635K	Buy	+18,000	New	+$616K	0.08%	203

Other funds holding DON

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Wealthstreet Investment Advisors's DON Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2021, closing a stake of 26,765 shares — an estimated $1.08M sold.

Wealthstreet Investment Advisors first reported a position in DON in Q4 2017 and held it in 14 quarters. The position peaked at $1.08M in Q1 2021. 312 funds tracked by Wall St. Rank hold DON as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 26,765 WisdomTree US MidCap Dividend Fund shares in Q2 2021, an estimated $1.08M.
Wealthstreet Investment Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's WisdomTree US MidCap Dividend Fund position peaked at $1.08M in Q1 2021.
312 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.