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

Wipfli 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
2022 Q3	$3K	Buy	+86	New	+$3.54K	﹤0.01%	2199

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wipfli Financial Advisors's DON Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q3 2022: 86 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2199 among its holdings.

341 funds tracked by Wall St. Rank hold DON as of Q3 2022.

Wipfli Financial Advisors held 86 shares of WisdomTree US MidCap Dividend Fund worth $3K as of Q3 2022.
WisdomTree US MidCap Dividend Fund was a new Wipfli Financial Advisors position in Q3 2022.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2199 holding.
341 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.