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Harvest Investment Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Harvest Investment Services’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
Q3 		– Sell
-4,529
Closed -$227K – 336
2025
Q2 		$227K Buy
4,529
+68
+2% +$3.28K 0.05% 284
2025
Q1 		$221K Buy
4,461
+4
+0.1% +$204 0.06% 243
2024
Q4 		$227K Sell
4,457
-154
-3% -$8.08K 0.06% 246
2024
Q3 		$236K Sell
4,611
-79
-2% -$3.86K 0.08% 198
2024
Q2 		$219K Sell
4,690
-141
-3% -$6.66K 0.09% 171
2024
Q1 		$236K Sell
4,831
-297
-6% -$13.6K 0.09% 151
2023
Q4 		$234K Sell
5,128
-93
-2% -$3.9K 0.11% 163
2023
Q3 		$214K Sell
5,221
-312
-6% -$13.3K 0.14% 131
2023
Q2 		$233K Sell
5,533
-218
-4% -$8.84K 0.13% 148
2023
Q1 		$236K Sell
5,751
-1,006
-15% -$42.8K 0.18% 112
2022
Q4 		$278K Sell
6,757
-1,045
-13% -$43.2K 0.3% 95
2022
Q3 		$293K Sell
7,802
-152
-2% -$6.26K 0.36% 85
2022
Q2 		$310K Sell
7,954
-638
-7% -$26.9K 0.24% 101
2022
Q1 		$381K Sell
8,592
-159
-2% -$6.95K 0.23% 122
2021
Q4 		$388K Sell
8,751
-35,581
-80% -$1.55M 0.16% 170
2021
Q3 		$1.84M Buy
44,332
+434
+1% +$18.2K 0.75% 24
2021
Q2 		$1.84M Buy
43,898
+37
+0.1% +$1.57K 0.77% 27
2021
Q1 		$1.77M Sell
43,861
-5,351
-11% -$204K 0.8% 29
2020
Q4 		$1.71M Sell
49,212
-12,934
-21% -$421K 0.88% 27
2020
Q3 		$1.8M Sell
62,146
-8,042
-11% -$237K 1.03% 21
2020
Q2 		$1.99M Buy
70,188
+21,808
+45% +$589K 1.18% 18
2020
Q1 		$1.17M Sell
48,380
-34,815
-42% -$1.17M 1.55% 13
2019
Q4 		$3.16M Buy
83,195
+20,110
+32% +$744K 1.68% 17
2019
Q3 		$2.25M Buy
63,085
+5,110
+9% +$183K 1.13% 20
2019
Q2 		$2.1M Buy
57,975
+2,054
+4% +$73.8K 1.2% 22
2019
Q1 		$2.02M Buy
55,921
+2,406
+4% +$84K 1.18% 21
2018
Q4 		$1.85M Buy
+53,515
New +$1.84M 1.71% 17

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

Harvest Investment Services's DON Position: Q3 2025 in Review

Harvest Investment Services sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2025, closing a stake of 4,529 shares — an estimated $227K sold.

Harvest Investment Services first reported a position in DON in Q4 2018 and held it in 27 quarters. The position peaked at $3.16M in Q4 2019. 431 funds tracked by Wall St. Rank hold DON as of Q3 2025.

  • Harvest Investment Services reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Harvest Investment Services sold 4,529 WisdomTree US MidCap Dividend Fund shares in Q3 2025, an estimated $227K.
  • Harvest Investment Services first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2018 and held it in 27 quarters.
  • Harvest Investment Services's WisdomTree US MidCap Dividend Fund position peaked at $3.16M in Q4 2019.
  • 431 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2025.

Based on Harvest Investment Services's 13F filing for Q3 2025, filed 17 Nov 2025.