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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
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

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 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

Financial Freedom LLC's DON Position: Q1 2026 in Review

Financial Freedom LLC held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q1 2026 at 235 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #283.

Financial Freedom LLC first reported a position in DON in Q2 2024 and has held it in 8 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Financial Freedom LLC held 235 shares of WisdomTree US MidCap Dividend Fund worth $12.3K as of Q1 2026.
  • Financial Freedom LLC left its WisdomTree US MidCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #283 holding.
  • Financial Freedom LLC first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2024 and has held it in 8 quarters since.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.