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Atria Wealth Solutions’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Atria Wealth Solutions’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 		$584K Sell
11,339
-55,277
-83% -$2.67M 0.01% 845
2025
Q1 		$3.3M Sell
66,616
-2,295
-3% -$117K 0.04% 462
2024
Q4 		$3.51M Sell
68,911
-3,137
-4% -$165K 0.04% 455
2024
Q3 		$3.68M Sell
72,048
-1,880
-3% -$91.9K 0.04% 428
2024
Q2 		$3.46M Buy
73,928
+1,420
+2% +$67.1K 0.04% 440
2024
Q1 		$3.54M Sell
72,508
-8,643
-11% -$396K 0.04% 444
2023
Q4 		$3.71M Buy
81,151
+3,449
+4% +$145K 0.05% 392
2023
Q3 		$3.18M Sell
77,702
-3,346
-4% -$143K 0.04% 418
2023
Q2 		$3.41M Sell
81,048
-165
-0.2% -$6.69K 0.05% 394
2023
Q1 		$3.33M Buy
81,213
+1,912
+2% +$81.3K 0.05% 377
2022
Q4 		$3.26M Sell
79,301
-1,516
-2% -$62.7K 0.05% 360
2022
Q3 		$3.04M Buy
80,817
+3,188
+4% +$131K 0.05% 341
2022
Q2 		$3.03M Buy
77,629
+2,136
+3% +$90.1K 0.06% 337
2022
Q1 		$3.35M Buy
+75,493
New +$3.3M 0.06% 338

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Atria Wealth Solutions's DON Position: Q2 2025 in Review

Atria Wealth Solutions reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 83% in Q2 2025, selling an estimated $2.67M and leaving 11,339 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #845.

Atria Wealth Solutions first reported a position in DON in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.71M in Q4 2023. 433 funds tracked by Wall St. Rank hold DON as of Q2 2025.

  • Atria Wealth Solutions held 11,339 shares of WisdomTree US MidCap Dividend Fund worth $584K as of Q2 2025.
  • Atria Wealth Solutions sold 55,277 WisdomTree US MidCap Dividend Fund shares in Q2 2025, an estimated $2.67M.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #845 holding.
  • Atria Wealth Solutions first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's WisdomTree US MidCap Dividend Fund position peaked at $3.71M in Q4 2023.
  • 433 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.