Future Financial Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Future Financial Wealth 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	-11	Closed	-$554	–	454
2025 Q1	$554	Sell	11 -11	-50%	-$561	﹤0.01%	431
2024 Q4	$1.14K	Hold	22	–	–	﹤0.01%	421
2024 Q3	$1.13K	Buy	+22	New	+$1.07K	﹤0.01%	443
2024 Q2	–	Sell	-22	Closed	-$1.07K	–	198
2024 Q1	$1.07K	Buy	+22	New	+$1.01K	﹤0.01%	469
2022 Q2	–	Sell	-22	Closed	-$1K	–	211
2022 Q1	$1K	Hold	22	–	–	﹤0.01%	499
2021 Q4	$1K	Buy	+22	New	+$960	﹤0.01%	510

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Future Financial Wealth Management's DON Position: Q2 2025 in Review

Future Financial Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2025, closing a stake of 11 shares — an estimated $554 sold.

Future Financial Wealth Management first reported a position in DON in Q4 2021 and held it in 6 quarters. The position peaked at $1.14K in Q4 2024. 433 funds tracked by Wall St. Rank hold DON as of Q2 2025.

Future Financial Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
Future Financial Wealth Management sold 11 WisdomTree US MidCap Dividend Fund shares in Q2 2025, an estimated $554.
Future Financial Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and held it in 6 quarters.
Future Financial Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $1.14K in Q4 2024.
433 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2025.

Based on Future Financial Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.