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Great Diamond Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Great Diamond Partners’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
-20,804
Closed -$1.09M – 232
2025
Q3 		$1.09M Sell
20,804
-742
-3% -$38.4K 0.21% 106
2025
Q2 		$1.08M Sell
21,546
-616
-3% -$29.7K 0.23% 101
2025
Q1 		$1.1M Sell
22,162
-319
-1% -$16.3K 0.3% 81
2024
Q4 		$1.15M Sell
22,481
-175
-0.8% -$9.18K 0.3% 79
2024
Q3 		$1.16M Sell
22,656
-422
-2% -$20.6K 0.29% 81
2024
Q2 		$1.08M Sell
23,078
-1,100
-5% -$52K 0.25% 87
2024
Q1 		$1.18M Sell
24,178
-962
-4% -$44.1K 0.27% 88
2023
Q4 		$1.15M Buy
25,140
+885
+4% +$37.1K 0.28% 81
2023
Q3 		$993K Sell
24,255
-330
-1% -$14.1K 0.27% 87
2023
Q2 		$1.03M Sell
24,585
-418
-2% -$17K 0.27% 85
2023
Q1 		$1.02M Sell
25,003
-241
-1% -$10.2K 0.3% 82
2022
Q4 		$1.04M Sell
25,244
-200
-0.8% -$8.27K 0.32% 75
2022
Q3 		$958K Sell
25,444
-486
-2% -$20K 0.33% 75
2022
Q2 		$1.01M Buy
25,930
+460
+2% +$19.4K 0.34% 70
2022
Q1 		$1.13M Buy
+25,470
New +$1.11M 0.31% 77
2020
Q1 		– Sell
-59,645
Closed -$2.27M – 251
2019
Q4 		$2.27M Buy
+59,645
New +$2.21M 0.86% 28

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

Great Diamond Partners's DON Position: Q4 2025 in Review

Great Diamond Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2025, closing a stake of 20,804 shares — an estimated $1.09M sold.

Great Diamond Partners first reported a position in DON in Q4 2019 and held it in 16 quarters. The position peaked at $2.27M in Q4 2019. 455 funds tracked by Wall St. Rank hold DON as of Q4 2025.

  • Great Diamond Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Great Diamond Partners sold 20,804 WisdomTree US MidCap Dividend Fund shares in Q4 2025, an estimated $1.09M.
  • Great Diamond Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and held it in 16 quarters.
  • Great Diamond Partners's WisdomTree US MidCap Dividend Fund position peaked at $2.27M in Q4 2019.
  • 455 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2025.

Based on Great Diamond Partners's 13F filing for Q4 2025, filed 6 Feb 2026.