Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Kovitz Investment Group Partners’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
-5,353
Closed -$265K – 1370
2025
Q1 		$265K Sell
5,353
-386
-7% -$19.7K ﹤0.01% 1096
2024
Q4 		$293K Buy
+5,739
New +$301K ﹤0.01% 1048

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Kovitz Investment Group Partners's DON Position: Q2 2025 in Review

Kovitz Investment Group Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2025, closing a stake of 5,353 shares — an estimated $265K sold.

Kovitz Investment Group Partners first reported a position in DON in Q4 2024 and held it in 2 quarters. The position peaked at $293K in Q4 2024. 433 funds tracked by Wall St. Rank hold DON as of Q2 2025.

  • Kovitz Investment Group Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 5,353 WisdomTree US MidCap Dividend Fund shares in Q2 2025, an estimated $265K.
  • Kovitz Investment Group Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's WisdomTree US MidCap Dividend Fund position peaked at $293K in Q4 2024.
  • 433 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2025, filed 14 Aug 2025.