BIG
DON icon

Brooklyn Investment Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Brooklyn Investment 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
Q3 		– Sell
-162
Closed -$8.12K – 1224
2025
Q2 		$8.12K Hold
162
– – ﹤0.01% 2278
2025
Q1 		$8.02K Buy
+162
New +$8.26K ﹤0.01% 1618

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brooklyn Investment Group's DON Position: Q3 2025 in Review

Brooklyn Investment Group sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2025, closing a stake of 162 shares — an estimated $8.12K sold.

Brooklyn Investment Group first reported a position in DON in Q1 2025 and held it in 2 quarters. The position peaked at $8.12K in Q2 2025. 431 funds tracked by Wall St. Rank hold DON as of Q3 2025.

  • Brooklyn Investment Group reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 162 WisdomTree US MidCap Dividend Fund shares in Q3 2025, an estimated $8.12K.
  • Brooklyn Investment Group first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2025 and held it in 2 quarters.
  • Brooklyn Investment Group's WisdomTree US MidCap Dividend Fund position peaked at $8.12K in Q2 2025.
  • 431 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2025.

Based on Brooklyn Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.