Financial Freedom LLC’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Financial Freedom LLC’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
2026 Q3	$12.7K	Buy	+235	New	+$13.4K	0.01%	251
2026 Q2	–	Sell	-235	Closed	-$12.3K	–	173
2026 Q1	$12.3K	Hold	235	–	–	0.01%	283
2025 Q4	$12.1K	Hold	235	–	–	0.01%	255
2025 Q3	$12.3K	Hold	235	–	–	0.01%	261
2025 Q2	$11.8K	Hold	235	–	–	0.01%	261
2025 Q1	$11.6K	Hold	235	–	–	0.01%	268
2024 Q4	$12K	Hold	235	–	–	0.01%	259
2024 Q3	$12K	Hold	235	–	–	0.01%	257
2024 Q2	$11K	Buy	+235	New	+$11.1K	0.01%	269

Other funds holding DON

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Financial Freedom LLC's DON Position: Q3 2026 in Review

Financial Freedom LLC opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q3 2026: 235 shares worth $12.7K. The stake represents 0.01% of the portfolio and ranks #251 among its holdings. This is a return to the name: Financial Freedom LLC previously reported a position in DON as recently as Q1 2026.

Financial Freedom LLC first reported a position in DON in Q2 2024 and has held it in 9 quarters since. 369 funds tracked by Wall St. Rank hold DON as of Q3 2026.

Financial Freedom LLC held 235 shares of WisdomTree US MidCap Dividend Fund worth $12.7K as of Q3 2026.
WisdomTree US MidCap Dividend Fund was a new Financial Freedom LLC position in Q3 2026.
WisdomTree US MidCap Dividend Fund made up 0.01% of Financial Freedom LLC's portfolio in Q3 2026, its #251 holding.
Financial Freedom LLC first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2024 and has held it in 9 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.