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

Apexium Financial’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
2025
Q3 		$1.13M Buy
21,683
+7
+0% +$363 0.06% 122
2025
Q2 		$1.09M Sell
21,676
-247
-1% -$11.9K 0.06% 121
2025
Q1 		$1.09M Sell
21,923
-305
-1% -$15.5K 0.06% 114
2024
Q4 		$1.13M Sell
22,228
-432
-2% -$22.7K 0.07% 100
2024
Q3 		$1.16M Sell
22,660
-596
-3% -$29.1K 0.08% 87
2024
Q2 		$1.09M Sell
23,256
-495
-2% -$23.4K 0.08% 87
2024
Q1 		$1.16M Sell
23,751
-2,263
-9% -$104K 0.09% 82
2023
Q4 		$1.19M Sell
26,014
-4,117
-14% -$173K 0.09% 104
2023
Q3 		$1.23M Sell
30,131
-1,721
-5% -$73.4K 0.12% 76
2023
Q2 		$1.34M Sell
31,852
-1,113
-3% -$45.1K 0.12% 72
2023
Q1 		$1.35M Sell
32,965
-78
-0.2% -$3.31K 0.13% 70
2022
Q4 		$1.36M Sell
33,043
-4,608
-12% -$191K 0.14% 69
2022
Q3 		$1.42M Buy
+37,651
New +$1.55M 0.18% 64
2020
Q2 		– Sell
-71,118
Closed -$1.72M – 76
2020
Q1 		$1.72M Sell
71,118
-24,513
-26% -$825K 2.27% 13
2019
Q4 		$3.64M Buy
+95,631
New +$3.54M 4.7% 7
2018
Q4 		$483K Buy
+15,279
New +$524K 4.63% 9

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Apexium Financial's DON Position: Q3 2025 in Review

Apexium Financial increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.03% in Q3 2025, buying an estimated $363 and bringing the position to 21,683 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #122.

Apexium Financial first reported a position in DON in Q4 2018 and has held it in 16 quarters since. The position peaked at $3.64M in Q4 2019. 431 funds tracked by Wall St. Rank hold DON as of Q3 2025.

  • Apexium Financial held 21,683 shares of WisdomTree US MidCap Dividend Fund worth $1.13M as of Q3 2025.
  • Apexium Financial bought 7 WisdomTree US MidCap Dividend Fund shares in Q3 2025, an estimated $363.
  • WisdomTree US MidCap Dividend Fund made up 0.06% of Apexium Financial's portfolio in Q3 2025, its #122 holding.
  • Apexium Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2018 and has held it in 16 quarters since.
  • Apexium Financial's WisdomTree US MidCap Dividend Fund position peaked at $3.64M in Q4 2019.
  • 431 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.