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Holistic Planning’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Holistic Planning’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
Q2 		– Sell
-4,737
Closed -$235K – 220
2025
Q1 		$235K Hold
4,737
– – 0.08% 169
2024
Q4 		$241K Sell
4,737
-975
-17% -$51.1K 0.09% 150
2024
Q3 		$292K Hold
5,712
– – 0.12% 118
2024
Q2 		$279K Hold
5,712
– – 0.21% 92
2024
Q1 		$279K Sell
5,712
-84
-1% -$3.85K 0.21% 92
2023
Q4 		$265K Buy
+5,796
New +$243K 0.22% 93

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 $377B 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 $666B 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 $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Holistic Planning's DON Position: Q2 2025 in Review

Holistic Planning sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2025, closing a stake of 4,737 shares — an estimated $235K sold.

Holistic Planning first reported a position in DON in Q4 2023 and held it in 6 quarters. The position peaked at $292K in Q3 2024. 433 funds tracked by Wall St. Rank hold DON as of Q2 2025.

  • Holistic Planning reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Holistic Planning sold 4,737 WisdomTree US MidCap Dividend Fund shares in Q2 2025, an estimated $235K.
  • Holistic Planning first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and held it in 6 quarters.
  • Holistic Planning's WisdomTree US MidCap Dividend Fund position peaked at $292K in Q3 2024.
  • 433 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2025.

Based on Holistic Planning's 13F filing for Q2 2025, filed 28 Jul 2025.