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Element Wealth’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Element Wealth’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
-1,463
Closed -$74.6K – 172
2024
Q4 		$74.6K Buy
1,463
+9
+0.6% +$472 0.04% 187
2024
Q3 		$74.3K Buy
1,454
+8
+0.6% +$391 0.04% 181
2024
Q2 		$67.6K Buy
1,446
+9
+0.6% +$425 0.04% 173
2024
Q1 		$70.1K Buy
1,437
+9
+0.6% +$413 0.04% 171
2023
Q4 		$65.3K Buy
1,428
+10
+0.7% +$420 0.04% 164
2023
Q3 		$58.1K Buy
1,418
+9
+0.6% +$384 0.04% 162
2023
Q2 		$59.3K Buy
1,409
+10
+0.7% +$406 0.04% 163
2023
Q1 		$57.3K Buy
1,399
+7
+0.5% +$298 0.04% 155
2022
Q4 		$57.3K Buy
1,392
+13
+0.9% +$538 0.05% 149
2022
Q3 		$52K Buy
1,379
+11
+0.8% +$453 0.05% 143
2022
Q2 		$53K Buy
1,368
+10
+0.7% +$422 0.05% 139
2022
Q1 		$60K Sell
1,358
-22
-2% -$962 0.05% 150
2021
Q4 		$61K Buy
1,380
+11
+0.8% +$480 0.05% 133
2021
Q3 		$57K Buy
1,369
+8
+0.6% +$336 0.05% 128
2021
Q2 		$57K Buy
1,361
+8
+0.6% +$339 0.04% 124
2021
Q1 		$55K Buy
1,353
+3
+0.2% +$114 0.05% 124
2020
Q4 		$47K Buy
1,350
+14
+1% +$455 0.04% 123
2020
Q3 		$39K Buy
1,336
+8
+0.6% +$236 0.04% 111
2020
Q2 		$38K Buy
1,328
+458
+53% +$12.4K 0.04% 104
2020
Q1 		$21K Buy
870
+6
+0.7% +$202 0.03% 97
2019
Q4 		$33K Buy
+864
New +$32K 0.03% 92

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

Element Wealth's DON Position: Q1 2025 in Review

Element Wealth sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2025, closing a stake of 1,463 shares — an estimated $74.6K sold.

Element Wealth first reported a position in DON in Q4 2019 and held it in 21 quarters. The position peaked at $74.6K in Q4 2024. 435 funds tracked by Wall St. Rank hold DON as of Q1 2025.

  • Element Wealth reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Element Wealth sold 1,463 WisdomTree US MidCap Dividend Fund shares in Q1 2025, an estimated $74.6K.
  • Element Wealth first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and held it in 21 quarters.
  • Element Wealth's WisdomTree US MidCap Dividend Fund position peaked at $74.6K in Q4 2024.
  • 435 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.