GPS Wealth Strategies Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

GPS Wealth Strategies Group’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	-95	Closed	-$4.96K	–	819
2025 Q3	$4.96K	Buy	95 +1	+1%	+$52	﹤0.01%	1266
2025 Q2	$4.73K	Hold	94	–	–	﹤0.01%	1221
2025 Q1	$4.64K	Buy	94 +1	+1%	+$51	﹤0.01%	1178
2024 Q4	$4.75K	Sell	93 -50	-35%	-$2.62K	﹤0.01%	1107
2024 Q3	$7.29K	Buy	143 +1	+0.7%	+$49	﹤0.01%	1015
2024 Q2	$6.63K	Sell	142 -243	-63%	-$11.5K	﹤0.01%	1008
2024 Q1	$18.8K	Buy	+385	New	+$17.7K	﹤0.01%	734

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GPS Wealth Strategies Group's DON Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2025, closing a stake of 95 shares — an estimated $4.96K sold.

GPS Wealth Strategies Group first reported a position in DON in Q1 2024 and held it in 7 quarters. The position peaked at $18.8K in Q1 2024. 455 funds tracked by Wall St. Rank hold DON as of Q4 2025.

GPS Wealth Strategies Group reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 95 WisdomTree US MidCap Dividend Fund shares in Q4 2025, an estimated $4.96K.
GPS Wealth Strategies Group first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2024 and held it in 7 quarters.
GPS Wealth Strategies Group's WisdomTree US MidCap Dividend Fund position peaked at $18.8K in Q1 2024.
455 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.