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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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return