Focus Partners Wealth
DON icon

Focus Partners Wealth’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Focus Partners Wealth’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 		$13.8M Sell
263,494
-692
-0.3% -$37.3K 0.02% 616
2025
Q4 		$13.6M Sell
264,186
-14,270
-5% -$735K 0.02% 599
2025
Q3 		$14.6M Buy
278,456
+18,092
+7% +$937K 0.02% 470
2025
Q2 		$13M Buy
260,364
+6,562
+3% +$317K 0.03% 451
2025
Q1 		$12.6M Buy
253,802
+25,259
+11% +$1.29M 0.03% 427
2024
Q4 		$11.6M Buy
+228,543
New +$12M 0.03% 430
2024
Q3 		– Sell
-170,407
Closed -$7.97M – 1603
2024
Q2 		$7.97M Buy
170,407
+4,525
+3% +$214K 0.03% 413
2024
Q1 		$8.09M Buy
+165,882
New +$7.61M 0.07% 241

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 $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $431B 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 $501B AUM 22.01% 1-Year Est. Return