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Continuum Advisory’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Continuum Advisory’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
2024
Q4 		– Sell
-149
Closed -$7.93K – 1886
2024
Q3 		$7.93K Buy
+149
New +$7.28K ﹤0.01% 1058

Other funds holding DON

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Continuum Advisory's DON Position: Q4 2024 in Review

Continuum Advisory sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2024, closing a stake of 149 shares — an estimated $7.93K sold.

Continuum Advisory first reported a position in DON in Q3 2024 and held it in 1 quarter. The position peaked at $7.93K in Q3 2024. 443 funds tracked by Wall St. Rank hold DON as of Q4 2024.

  • Continuum Advisory reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Continuum Advisory sold 149 WisdomTree US MidCap Dividend Fund shares in Q4 2024, an estimated $7.93K.
  • Continuum Advisory first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2024 and held it in 1 quarter.
  • Continuum Advisory's WisdomTree US MidCap Dividend Fund position peaked at $7.93K in Q3 2024.
  • 443 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2024.

Based on Continuum Advisory's 13F filing for Q4 2024, filed 18 Feb 2025.