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

Evoke 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
2024 Q4	–	Sell	-4,227	Closed	-$216K	–	441
2024 Q3	$216K	Buy	+4,227	New	+$207K	0.01%	383
2024 Q2	–	Sell	-4,227	Closed	-$206K	–	181
2024 Q1	$206K	Buy	+4,227	New	+$194K	0.01%	377
2022 Q4	–	Sell	-4,227	Closed	-$159K	–	578
2022 Q3	$159K	Hold	4,227	–	–	0.01%	359
2022 Q2	$165K	Hold	4,227	–	–	0.01%	339
2022 Q1	$188K	Hold	4,227	–	–	0.01%	365
2021 Q4	$188K	Buy	4,227 +1	+0%	+$44	0.01%	374
2021 Q3	$175K	Sell	4,226 -1	-0%	-$42	0.01%	358
2021 Q2	$177K	Hold	4,227	–	–	0.01%	373
2021 Q1	$171K	Buy	4,227 +1	+0%	+$38	0.01%	324
2020 Q4	$147K	Hold	4,226	–	–	0.01%	261
2020 Q3	$122K	Hold	4,226	–	–	0.01%	258
2020 Q2	$120K	Sell	4,226 -1	-0%	-$27	0.01%	249
2020 Q1	$102K	Buy	+4,227	New	+$142K	0.01%	257
2019 Q4	–	Sell	-4,226	Closed	-$153K	–	1299
2019 Q3	$153K	Buy	+4,226	New	+$151K	0.02%	305

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Evoke Wealth's DON Position: Q4 2024 in Review

Evoke Wealth sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2024, closing a stake of 4,227 shares — an estimated $216K sold.

Evoke Wealth first reported a position in DON in Q3 2019 and held it in 14 quarters. The position peaked at $216K in Q3 2024. 444 funds tracked by Wall St. Rank hold DON as of Q4 2024.

Evoke Wealth reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
Evoke Wealth sold 4,227 WisdomTree US MidCap Dividend Fund shares in Q4 2024, an estimated $216K.
Evoke Wealth first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2019 and held it in 14 quarters.
Evoke Wealth's WisdomTree US MidCap Dividend Fund position peaked at $216K in Q3 2024.
444 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2024.

Based on Evoke Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.