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Creekmur Asset Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Creekmur Asset 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
Q3 		$25.9K Sell
495
-94
-16% -$4.87K ﹤0.01% 407
2025
Q2 		$29.5K Sell
589
-116
-16% -$5.6K 0.01% 393
2025
Q1 		$34.9K Buy
705
+1
+0.1% +$51 0.01% 347
2024
Q4 		$35.9K Hold
704
– – 0.01% 274
2024
Q3 		$36K Buy
704
+458
+186% +$22.4K 0.01% 276
2024
Q2 		$11.5K Hold
246
– – ﹤0.01% 480
2024
Q1 		$12K Buy
246
+2
+0.8% +$92 ﹤0.01% 464
2023
Q4 		$11.2K Buy
+244
New +$10.2K ﹤0.01% 514

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

Creekmur Asset Management's DON Position: Q3 2025 in Review

Creekmur Asset Management reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 16% in Q3 2025, selling an estimated $4.87K and leaving 495 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Creekmur Asset Management first reported a position in DON in Q4 2023 and has held it in 8 quarters since. The position peaked at $36K in Q3 2024. 431 funds tracked by Wall St. Rank hold DON as of Q3 2025.

  • Creekmur Asset Management held 495 shares of WisdomTree US MidCap Dividend Fund worth $25.9K as of Q3 2025.
  • Creekmur Asset Management sold 94 WisdomTree US MidCap Dividend Fund shares in Q3 2025, an estimated $4.87K.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #407 holding.
  • Creekmur Asset Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's WisdomTree US MidCap Dividend Fund position peaked at $36K in Q3 2024.
  • 431 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.