GC
DON icon

Guidance Capital’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Guidance Capital’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
-13,821
Closed -$714K – 224
2025
Q3 		$714K Sell
13,821
-1,575
-10% -$81.6K 0.19% 125
2025
Q2 		$770K Buy
15,396
+203
+1% +$9.8K 0.22% 104
2025
Q1 		$733K Sell
15,193
-752
-5% -$38.3K 0.22% 102
2024
Q4 		$840K Buy
15,945
+2,969
+23% +$156K 0.26% 98
2024
Q3 		$679K Sell
12,976
-282
-2% -$13.8K 0.21% 110
2024
Q2 		$664K Sell
13,258
-268
-2% -$12.7K 0.22% 108
2024
Q1 		$623K Buy
13,526
+5,170
+62% +$237K 0.23% 97
2023
Q4 		$382K Buy
8,356
+708
+9% +$29.7K 0.15% 123
2023
Q3 		$304K Buy
7,648
+276
+4% +$11.8K 0.14% 116
2023
Q2 		$321K Buy
+7,372
New +$299K 0.14% 120

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 $376B 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 $564B 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 $431B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return