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Bristlecone Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Bristlecone Advisors’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 		$1.14M Sell
21,774
-476
-2% -$24.7K 0.1% 120
2025
Q2 		$1.12M Sell
22,250
-244
-1% -$11.8K 0.09% 121
2025
Q1 		$1.11M Buy
22,494
+994
+5% +$50.7K 0.09% 145
2024
Q4 		$1.1M Sell
21,500
-233
-1% -$12.2K 0.09% 142
2024
Q3 		$1.11M Sell
21,733
-54
-0.2% -$2.64K 0.09% 135
2024
Q2 		$1.02M Sell
21,787
-63
-0.3% -$2.98K 0.09% 139
2024
Q1 		$1.07M Buy
21,850
+16
+0.1% +$734 0.09% 137
2023
Q4 		$998K Buy
21,834
+19
+0.1% +$797 0.1% 138
2023
Q3 		$894K Buy
21,815
+148
+0.7% +$6.31K 0.1% 135
2023
Q2 		$911K Buy
21,667
+1,216
+6% +$49.3K 0.09% 137
2023
Q1 		$838K Buy
20,451
+380
+2% +$16.2K 0.09% 135
2022
Q4 		$826K Buy
20,071
+1,370
+7% +$56.7K 0.1% 138
2022
Q3 		$704K Buy
18,701
+120
+0.6% +$4.94K 0.09% 139
2022
Q2 		$724K Buy
18,581
+11,037
+146% +$465K 0.09% 137
2022
Q1 		$335K Buy
7,544
+420
+6% +$18.4K 0.04% 188
2021
Q4 		$316K Buy
7,124
+1,583
+29% +$69.1K 0.04% 187
2021
Q3 		$230K Sell
5,541
-925
-14% -$38.8K 0.03% 199
2021
Q2 		$271K Buy
+6,466
New +$274K 0.04% 186

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bristlecone Advisors's DON Position: Q3 2025 in Review

Bristlecone Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 2.1% in Q3 2025, selling an estimated $24.7K and leaving 21,774 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #120.

Bristlecone Advisors first reported a position in DON in Q2 2021 and has held it in 18 quarters since. 431 funds tracked by Wall St. Rank hold DON as of Q3 2025.

  • Bristlecone Advisors held 21,774 shares of WisdomTree US MidCap Dividend Fund worth $1.14M as of Q3 2025.
  • Bristlecone Advisors sold 476 WisdomTree US MidCap Dividend Fund shares in Q3 2025, an estimated $24.7K.
  • WisdomTree US MidCap Dividend Fund made up 0.1% of Bristlecone Advisors's portfolio in Q3 2025, its #120 holding.
  • Bristlecone Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2021 and has held it in 18 quarters since.
  • 431 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.