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EWG Elevate’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

EWG Elevate’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
-51,791
Closed -$2.64M – 129
2024
Q4 		$2.64M Buy
+51,791
New +$2.72M 0.8% 35
2023
Q1 		– Sell
-1,588
Closed -$65.3K – 234
2022
Q4 		$65.3K Buy
+1,588
New +$65.7K 0.03% 149
2022
Q3 		– Sell
-70,773
Closed -$2.76M – 75
2022
Q2 		$2.76M Buy
+70,773
New +$2.98M 1.34% 20
2021
Q1 		– Sell
-59,927
Closed -$2.09M – 74
2020
Q4 		$2.09M Buy
+59,927
New +$1.95M 0.96% 31
2020
Q1 		– Sell
-6,454
Closed -$246K – 61
2019
Q4 		$246K Buy
+6,454
New +$239K 0.13% 67

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EWG Elevate's DON Position: Q1 2025 in Review

EWG Elevate sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2025, closing a stake of 51,791 shares — an estimated $2.64M sold.

EWG Elevate first reported a position in DON in Q4 2019 and held it in 5 quarters. The position peaked at $2.76M in Q2 2022. 434 funds tracked by Wall St. Rank hold DON as of Q1 2025.

  • EWG Elevate reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • EWG Elevate sold 51,791 WisdomTree US MidCap Dividend Fund shares in Q1 2025, an estimated $2.64M.
  • EWG Elevate first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and held it in 5 quarters.
  • EWG Elevate's WisdomTree US MidCap Dividend Fund position peaked at $2.76M in Q2 2022.
  • 434 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2025.

Based on EWG Elevate's 13F filing for Q1 2025, filed 10 Apr 2025.