Armstrong Advisory Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Armstrong Advisory Group’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 Q2	–	Sell	-451	Closed	-$23K	–	947
2025 Q1	$23K	Hold	451	–	–	﹤0.01%	489
2024 Q4	$23K	Hold	451	–	–	﹤0.01%	489
2024 Q3	$23.1K	Hold	451	–	–	﹤0.01%	487
2024 Q2	$21.1K	Hold	451	–	–	﹤0.01%	489
2024 Q1	$20.6K	Hold	451	–	–	﹤0.01%	479
2023 Q4	$20.6K	Hold	451	–	–	﹤0.01%	479
2023 Q3	$18.5K	Hold	451	–	–	﹤0.01%	508
2023 Q2	$19K	Hold	451	–	–	﹤0.01%	503
2023 Q1	$18.5K	Hold	451	–	–	﹤0.01%	489
2022 Q4	$18.6K	Buy	+451	New	+$18.7K	﹤0.01%	499

Other funds holding DON

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Armstrong Advisory Group's DON Position: Q2 2025 in Review

Armstrong Advisory Group sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2025, closing a stake of 451 shares — an estimated $23K sold.

Armstrong Advisory Group first reported a position in DON in Q4 2022 and held it in 10 quarters. The position peaked at $23.1K in Q3 2024. 433 funds tracked by Wall St. Rank hold DON as of Q2 2025.

Armstrong Advisory Group reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
Armstrong Advisory Group sold 451 WisdomTree US MidCap Dividend Fund shares in Q2 2025, an estimated $23K.
Armstrong Advisory Group first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and held it in 10 quarters.
Armstrong Advisory Group's WisdomTree US MidCap Dividend Fund position peaked at $23.1K in Q3 2024.
433 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2025.

Based on Armstrong Advisory Group's 13F filing for Q2 2025, filed 14 Jul 2025.