Christopher J. Hasenberg’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Christopher J. Hasenberg’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	$1.96K	Buy	+39	New	+$1.88K	﹤0.01%	197

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Christopher J. Hasenberg's DON Position: Q2 2025 in Review

Christopher J. Hasenberg opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2025: 39 shares worth $1.96K. The stake represents ﹤0.01% of the portfolio and ranks #197 among its holdings.

433 funds tracked by Wall St. Rank hold DON as of Q2 2025.

Christopher J. Hasenberg held 39 shares of WisdomTree US MidCap Dividend Fund worth $1.96K as of Q2 2025.
WisdomTree US MidCap Dividend Fund was a new Christopher J. Hasenberg position in Q2 2025.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Christopher J. Hasenberg's portfolio in Q2 2025, its #197 holding.
433 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.