Beacon Capital Management LLC (Tennessee)’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	–	Sell	-159	Closed	-$7.94K	–	347
2025 Q2	$7.94K	Buy	159 +29	+22%	+$1.4K	﹤0.01%	669
2025 Q1	$6.45K	Buy	+130	New	+$6.63K	﹤0.01%	713
2023 Q4	–	Sell	-15	Closed	-$631	–	1001
2023 Q3	$631	Hold	15	–	–	﹤0.01%	949
2023 Q2	$631	Buy	+15	New	+$608	﹤0.01%	949

Other funds holding DON

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s DON Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2025, closing a stake of 159 shares — an estimated $7.94K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in DON in Q2 2023 and held it in 4 quarters. The position peaked at $7.94K in Q2 2025. 431 funds tracked by Wall St. Rank hold DON as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 159 WisdomTree US MidCap Dividend Fund shares in Q3 2025, an estimated $7.94K.
Beacon Capital Management LLC (Tennessee) first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2023 and held it in 4 quarters.
Beacon Capital Management LLC (Tennessee)'s WisdomTree US MidCap Dividend Fund position peaked at $7.94K in Q2 2025.
431 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.