AAS
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Avantax Advisory Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Avantax Advisory Services’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 		$1.96M Buy
39,129
+5,505
+16% +$266K 0.01% 809
2025
Q1 		$1.67M Buy
33,624
+4,175
+14% +$213K 0.01% 843
2024
Q4 		$1.5M Buy
29,449
+7,013
+31% +$368K 0.01% 859
2024
Q3 		$1.15M Buy
22,436
+3,053
+16% +$149K 0.01% 953
2024
Q2 		$907K Sell
19,383
-449
-2% -$21.2K 0.01% 1038
2024
Q1 		$967K Sell
19,832
-1,953
-9% -$89.6K 0.01% 762
2023
Q4 		$995K Buy
21,785
+5,534
+34% +$232K 0.01% 713
2023
Q3 		$666K Sell
16,251
-638
-4% -$27.2K 0.01% 830
2023
Q2 		$710K Sell
16,889
-7,332
-30% -$297K 0.01% 804
2023
Q1 		$993K Buy
24,221
+3,067
+14% +$130K 0.01% 669
2022
Q4 		$870K Buy
21,154
+4,612
+28% +$191K 0.01% 676
2022
Q3 		$623K Sell
16,542
-363
-2% -$14.9K 0.01% 692
2022
Q2 		$659K Buy
16,905
+356
+2% +$15K 0.01% 673
2022
Q1 		$735K Buy
16,549
+2,453
+17% +$107K 0.01% 643
2021
Q4 		$625K Sell
14,096
-764
-5% -$33.3K 0.01% 683
2021
Q3 		$613K Buy
14,860
+360
+2% +$15.1K 0.01% 642
2021
Q2 		$605K Buy
14,500
+5,554
+62% +$235K 0.01% 629
2021
Q1 		$358K Buy
8,946
+1,853
+26% +$70.5K 0.01% 735
2020
Q4 		$244K Sell
7,093
-28,522
-80% -$927K 0.01% 814
2020
Q3 		$1.03M Buy
35,615
+23,750
+200% +$700K 0.02% 530
2020
Q2 		$337K Sell
11,865
-4,943
-29% -$133K 0.01% 597
2020
Q1 		$403K Sell
16,808
-21,212
-56% -$714K 0.01% 488
2019
Q4 		$1.44M Buy
38,020
+11,952
+46% +$442K 0.03% 268
2019
Q3 		$946K Buy
26,068
+10,502
+67% +$375K 0.04% 217
2019
Q2 		$564K Buy
15,566
+525
+3% +$18.9K 0.02% 275
2019
Q1 		$538K Buy
15,041
+2,257
+18% +$78.8K 0.03% 266
2018
Q4 		$406K Buy
+12,784
New +$438K 0.07% 253

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
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

Avantax Advisory Services's DON Position: Q2 2025 in Review

Avantax Advisory Services increased its WisdomTree US MidCap Dividend Fund (DON) stake by 16% in Q2 2025, buying an estimated $266K and bringing the position to 39,129 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #809.

Avantax Advisory Services first reported a position in DON in Q4 2018 and has held it in 27 quarters since. 433 funds tracked by Wall St. Rank hold DON as of Q2 2025.

  • Avantax Advisory Services held 39,129 shares of WisdomTree US MidCap Dividend Fund worth $1.96M as of Q2 2025.
  • Avantax Advisory Services bought 5,505 WisdomTree US MidCap Dividend Fund shares in Q2 2025, an estimated $266K.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #809 holding.
  • Avantax Advisory Services first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2018 and has held it in 27 quarters since.
  • 433 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.