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Coastline Trust’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Coastline Trust’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
Q1 		– Sell
-50
Closed -$2.55K – 404
2024
Q4 		$2.55K Hold
50
– – ﹤0.01% 395
2024
Q3 		$2.56K Buy
+50
New +$2.44K ﹤0.01% 413

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Coastline Trust's DON Position: Q1 2025 in Review

Coastline Trust sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2025, closing a stake of 50 shares — an estimated $2.55K sold.

Coastline Trust first reported a position in DON in Q3 2024 and held it in 2 quarters. The position peaked at $2.56K in Q3 2024. 435 funds tracked by Wall St. Rank hold DON as of Q1 2025.

  • Coastline Trust reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Coastline Trust sold 50 WisdomTree US MidCap Dividend Fund shares in Q1 2025, an estimated $2.55K.
  • Coastline Trust first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2024 and held it in 2 quarters.
  • Coastline Trust's WisdomTree US MidCap Dividend Fund position peaked at $2.56K in Q3 2024.
  • 435 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2025.

Based on Coastline Trust's 13F filing for Q1 2025, filed 28 Apr 2025.