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Capital A Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Capital A Wealth Management’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 		$23.6K Buy
517
+497
+2,485% +$24K 0.26% 128
2025
Q1 		$990 Sell
20
-23
-53% -$1.17K ﹤0.01% 534
2024
Q4 		$2.19K Buy
+43
New +$2.25K ﹤0.01% 466

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

Capital A Wealth Management's DON Position: Q2 2025 in Review

Capital A Wealth Management increased its WisdomTree US MidCap Dividend Fund (DON) stake by 2,485% in Q2 2025, buying an estimated $24K and bringing the position to 517 shares worth $23.6K. The position accounts for 0.26% of the portfolio, ranked #128.

Capital A Wealth Management first reported a position in DON in Q4 2024 and has held it in 3 quarters since. 433 funds tracked by Wall St. Rank hold DON as of Q2 2025.

  • Capital A Wealth Management held 517 shares of WisdomTree US MidCap Dividend Fund worth $23.6K as of Q2 2025.
  • Capital A Wealth Management bought 497 WisdomTree US MidCap Dividend Fund shares in Q2 2025, an estimated $24K.
  • WisdomTree US MidCap Dividend Fund made up 0.26% of Capital A Wealth Management's portfolio in Q2 2025, its #128 holding.
  • Capital A Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 3 quarters since.
  • 433 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.