Johnson Financial Group Inc (Wisconsin)’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-120	Closed	-$5.94K	–	755
2025 Q1	$5.94K	Buy	+120	New	+$6.12K	﹤0.01%	793
2024 Q4	–	Sell	-102	Closed	-$5.22K	–	873
2024 Q3	$5.22K	Buy	+102	New	+$4.99K	﹤0.01%	782
2023 Q4	–	Sell	-646	Closed	-$26.5K	–	947
2023 Q3	$26.5K	Buy	+646	New	+$27.5K	﹤0.01%	456
2023 Q1	–	Sell	-288	Closed	-$11.8K	–	639
2022 Q4	$11.8K	Buy	+288	New	+$11.9K	﹤0.01%	481
2019 Q4	–	Sell	-150	Closed	-$5K	–	534
2019 Q3	$5K	Sell	150 -375	-71%	-$13.4K	﹤0.01%	483
2019 Q2	$19K	Buy	+525	New	+$18.9K	﹤0.01%	409
2019 Q1	–	Sell	-550	Closed	-$17K	–	532
2018 Q4	$17K	Buy	+550	New	+$18.9K	﹤0.01%	397
2015 Q2	–	Sell	-633	Closed	-$18K	–	895
2015 Q1	$18K	Buy	+633	New	+$17.9K	﹤0.01%	619

Other funds holding DON

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s DON Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2025, closing a stake of 120 shares — an estimated $5.94K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in DON in Q1 2015 and held it in 8 quarters. The position peaked at $26.5K in Q3 2023. 433 funds tracked by Wall St. Rank hold DON as of Q2 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 120 WisdomTree US MidCap Dividend Fund shares in Q2 2025, an estimated $5.94K.
Johnson Financial Group Inc (Wisconsin) first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2015 and held it in 8 quarters.
Johnson Financial Group Inc (Wisconsin)'s WisdomTree US MidCap Dividend Fund position peaked at $26.5K in Q3 2023.
433 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.