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GAMMA Investing’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

GAMMA Investing’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
Q4 		– Sell
-15
Closed -$785 – 4085
2025
Q3 		$785 Buy
15
+9
+150% +$466 ﹤0.01% 3649
2025
Q2 		$301 Sell
6
-13
-68% -$628 ﹤0.01% 3694
2025
Q1 		$941 Sell
19
-158
-89% -$8.05K ﹤0.01% 3569
2024
Q4 		$9.02K Buy
+177
New +$9.28K ﹤0.01% 2665

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

GAMMA Investing's DON Position: Q4 2025 in Review

GAMMA Investing sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2025, closing a stake of 15 shares — an estimated $785 sold.

GAMMA Investing first reported a position in DON in Q4 2024 and held it in 4 quarters. The position peaked at $9.02K in Q4 2024. 455 funds tracked by Wall St. Rank hold DON as of Q4 2025.

  • GAMMA Investing reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • GAMMA Investing sold 15 WisdomTree US MidCap Dividend Fund shares in Q4 2025, an estimated $785.
  • GAMMA Investing first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and held it in 4 quarters.
  • GAMMA Investing's WisdomTree US MidCap Dividend Fund position peaked at $9.02K in Q4 2024.
  • 455 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2025.

Based on GAMMA Investing's 13F filing for Q4 2025, filed 5 Jan 2026.