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Global Wealth Strategies & Associates’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Global Wealth Strategies & Associates’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
-3
Closed -$157 – 562
2025
Q3 		$157 Hold
3
– – ﹤0.01% 466
2025
Q2 		$150 Hold
3
– – ﹤0.01% 362
2025
Q1 		$149 Buy
+3
New +$153 ﹤0.01% 456

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

Global Wealth Strategies & Associates's DON Position: Q4 2025 in Review

Global Wealth Strategies & Associates sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2025, closing a stake of 3 shares — an estimated $157 sold.

Global Wealth Strategies & Associates first reported a position in DON in Q1 2025 and held it in 3 quarters. The position peaked at $157 in Q3 2025. 455 funds tracked by Wall St. Rank hold DON as of Q4 2025.

  • Global Wealth Strategies & Associates reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 3 WisdomTree US MidCap Dividend Fund shares in Q4 2025, an estimated $157.
  • Global Wealth Strategies & Associates first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's WisdomTree US MidCap Dividend Fund position peaked at $157 in Q3 2025.
  • 455 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2025, filed 2 Jan 2026.