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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

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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return