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Financial Advocates Investment Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Financial Advocates Investment Management’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
Q2 		– Sell
-12,833
Closed -$636K – 659
2025
Q1 		$636K Buy
12,833
+20
+0.2% +$1.02K 0.04% 377
2024
Q4 		$653K Buy
12,813
+26
+0.2% +$1.36K 0.04% 388
2024
Q3 		$653K Sell
12,787
-101
-0.8% -$4.94K 0.04% 396
2024
Q2 		$603K Sell
12,888
-1,235
-9% -$58.4K 0.04% 387
2024
Q1 		$716K Buy
14,123
+1,026
+8% +$47.1K 0.04% 378
2023
Q4 		$598K Sell
13,097
-246
-2% -$10.3K 0.04% 389
2023
Q3 		$547K Buy
13,343
+666
+5% +$28.4K 0.04% 390
2023
Q2 		$533K Sell
12,677
-5,916
-32% -$240K 0.04% 384
2023
Q1 		$762K Buy
18,593
+1,715
+10% +$72.9K 0.05% 340
2022
Q4 		$694K Buy
16,878
+2,151
+15% +$89K 0.05% 370
2022
Q3 		$479K Sell
14,727
-632
-4% -$26K 0.04% 429
2022
Q2 		$598K Sell
15,359
-1,647
-10% -$69.4K 0.05% 367
2022
Q1 		$756K Sell
17,006
-1,729
-9% -$75.6K 0.05% 354
2021
Q4 		$831K Buy
18,735
+8
+0% +$349 0.05% 364
2021
Q3 		$776K Sell
18,727
-31
-0.2% -$1.3K 0.05% 376
2021
Q2 		$787K Sell
18,758
-4,076
-18% -$173K 0.05% 368
2021
Q1 		$923K Buy
22,834
+4,502
+25% +$171K 0.07% 334
2020
Q4 		$639K Sell
18,332
-3,684
-17% -$120K 0.04% 392
2020
Q3 		$636K Buy
22,016
+4,004
+22% +$118K 0.05% 327
2020
Q2 		$526K Sell
18,012
-5,835
-24% -$158K 0.05% 349
2020
Q1 		$576K Sell
23,847
-24,972
-51% -$841K 0.08% 254
2019
Q4 		$1.86M Buy
48,819
+1,299
+3% +$48K 0.2% 127
2019
Q3 		$1.73M Buy
47,520
+1,621
+4% +$57.9K 0.2% 121
2019
Q2 		$1.66M Sell
45,899
-647
-1% -$23.2K 0.19% 129
2019
Q1 		$1.67M Sell
46,546
-3,766
-7% -$132K 0.21% 123
2018
Q4 		$1.59M Sell
50,312
-424
-0.8% -$14.5K 0.22% 121
2018
Q3 		$1.87M Sell
50,736
-9,707
-16% -$357K 0.21% 116
2018
Q2 		$2.16M Buy
60,443
+48,507
+406% +$1.7M 0.26% 93
2018
Q1 		$407K Buy
11,936
+1,373
+13% +$47.9K 0.05% 292
2017
Q4 		$373K Buy
+10,563
New +$361K 0.05% 310

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 $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 $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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Financial Advocates Investment Management's DON Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2025, closing a stake of 12,833 shares — an estimated $636K sold.

Financial Advocates Investment Management first reported a position in DON in Q4 2017 and held it in 30 quarters. The position peaked at $2.16M in Q2 2018. 433 funds tracked by Wall St. Rank hold DON as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,833 WisdomTree US MidCap Dividend Fund shares in Q2 2025, an estimated $636K.
  • Financial Advocates Investment Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2017 and held it in 30 quarters.
  • Financial Advocates Investment Management's WisdomTree US MidCap Dividend Fund position peaked at $2.16M in Q2 2018.
  • 433 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.