FFL
DON icon

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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Freedom LLC's DON Position: Q2 2026 in Review

Financial Freedom LLC sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2026, closing a stake of 235 shares — an estimated $12.3K sold.

Financial Freedom LLC first reported a position in DON in Q2 2024 and held it in 8 quarters. The position peaked at $12.3K in Q1 2026. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Financial Freedom LLC reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 235 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $12.3K.
  • Financial Freedom LLC first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2024 and held it in 8 quarters.
  • Financial Freedom LLC's WisdomTree US MidCap Dividend Fund position peaked at $12.3K in Q1 2026.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.