Edge Financial Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Edge Financial Advisors’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 Q4	$295K	Buy	5,720 +39	+0.7%	+$2.01K	0.12%	117
2025 Q3	$297K	Buy	5,681 +29	+0.5%	+$1.5K	0.13%	111
2025 Q2	$283K	Buy	5,652 +38	+0.7%	+$1.83K	0.15%	100
2025 Q1	$278K	Sell	5,614 -465	-8%	-$23.7K	0.18%	80
2024 Q4	$310K	Buy	6,079 +37	+0.6%	+$1.94K	0.28%	70
2024 Q3	$309K	Buy	6,042 +4	+0.1%	+$195	0.27%	71
2024 Q2	$282K	Buy	6,038 +2	+0%	+$95	0.29%	74
2024 Q1	$294K	Buy	+6,036	New	+$277K	0.26%	98

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Edge Financial Advisors's DON Position: Q4 2025 in Review

Edge Financial Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.69% in Q4 2025, buying an estimated $2.01K and bringing the position to 5,720 shares worth $295K. The position accounts for 0.12% of the portfolio, ranked #117.

Edge Financial Advisors first reported a position in DON in Q1 2024 and has held it in 8 quarters since. The position peaked at $310K in Q4 2024. 455 funds tracked by Wall St. Rank hold DON as of Q4 2025.

Edge Financial Advisors held 5,720 shares of WisdomTree US MidCap Dividend Fund worth $295K as of Q4 2025.
Edge Financial Advisors bought 39 WisdomTree US MidCap Dividend Fund shares in Q4 2025, an estimated $2.01K.
WisdomTree US MidCap Dividend Fund made up 0.12% of Edge Financial Advisors's portfolio in Q4 2025, its #117 holding.
Edge Financial Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2024 and has held it in 8 quarters since.
Edge Financial Advisors's WisdomTree US MidCap Dividend Fund position peaked at $310K in Q4 2024.
455 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.