JWM
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JPL Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

JPL Wealth Management’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
2026
Q1 		$4.69M Sell
89,314
-684
-0.8% -$36.9K 1.08% 31
2025
Q4 		$4.64M Sell
89,998
-107
-0.1% -$5.51K 1.13% 34
2025
Q3 		$4.71M Buy
90,105
+586
+0.7% +$30.3K 1.12% 32
2025
Q2 		$4.49M Buy
89,519
+1,530
+2% +$73.9K 1.21% 32
2025
Q1 		$4.36M Buy
87,989
+4,016
+5% +$205K 1.24% 28
2024
Q4 		$4.28M Buy
+83,973
New +$4.4M 1.23% 24
2024
Q2 		$2.83M Buy
60,490
+3,311
+6% +$156K 1.39% 24
2024
Q1 		$2.79M Buy
57,179
+12,991
+29% +$596K 1.54% 21
2023
Q4 		$2.02M Buy
+44,188
New +$1.85M 1.45% 20

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 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
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