DFP
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Defined Financial Planning’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Defined Financial Planning’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 		$4.25M Buy
81,593
+16,218
+25% +$840K 3.52% 9
2025
Q2 		$3.29M Buy
65,375
+11,087
+20% +$535K 2.93% 11
2025
Q1 		$2.69M Buy
54,288
+3,291
+6% +$168K 2.73% 12
2024
Q4 		$2.6M Buy
+50,997
New +$2.67M 2.78% 12

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Defined Financial Planning's DON Position: Q3 2025 in Review

Defined Financial Planning increased its WisdomTree US MidCap Dividend Fund (DON) stake by 25% in Q3 2025, buying an estimated $840K and bringing the position to 81,593 shares worth $4.25M. The position accounts for 3.52% of the portfolio, ranked #9.

Defined Financial Planning first reported a position in DON in Q4 2024 and has held it in 4 quarters since. 431 funds tracked by Wall St. Rank hold DON as of Q3 2025.

  • Defined Financial Planning held 81,593 shares of WisdomTree US MidCap Dividend Fund worth $4.25M as of Q3 2025.
  • Defined Financial Planning bought 16,218 WisdomTree US MidCap Dividend Fund shares in Q3 2025, an estimated $840K.
  • WisdomTree US MidCap Dividend Fund made up 3.52% of Defined Financial Planning's portfolio in Q3 2025, its #9 holding.
  • Defined Financial Planning first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 4 quarters since.
  • 431 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.