Lake Street Advisors Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Lake Street Advisors Group’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
2024 Q4	$1.2M	Buy	23,500 +4,000	+21%	+$210K	0.06%	200
2024 Q3	$997K	Hold	19,500	–	–	0.05%	215
2024 Q2	$912K	Hold	19,500	–	–	0.04%	228
2024 Q1	$951K	Hold	19,500	–	–	0.04%	241
2023 Q4	$891K	Hold	19,500	–	–	0.04%	236
2023 Q3	$799K	Hold	19,500	–	–	0.05%	179
2023 Q2	$820K	Buy	+19,500	New	+$791K	0.05%	182
2023 Q1	–	Sell	-19,500	Closed	-$802K	–	354
2022 Q4	$802K	Hold	19,500	–	–	0.05%	162
2022 Q3	$735K	Hold	19,500	–	–	0.05%	165
2022 Q2	$760K	Buy	+19,500	New	+$822K	0.05%	157

Other funds holding DON

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lake Street Advisors Group's DON Position: Q4 2024 in Review

Lake Street Advisors Group increased its WisdomTree US MidCap Dividend Fund (DON) stake by 21% in Q4 2024, buying an estimated $210K and bringing the position to 23,500 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #200.

Lake Street Advisors Group first reported a position in DON in Q2 2022 and has held it in 10 quarters since. 443 funds tracked by Wall St. Rank hold DON as of Q4 2024.

Lake Street Advisors Group held 23,500 shares of WisdomTree US MidCap Dividend Fund worth $1.2M as of Q4 2024.
Lake Street Advisors Group bought 4,000 WisdomTree US MidCap Dividend Fund shares in Q4 2024, an estimated $210K.
WisdomTree US MidCap Dividend Fund made up 0.06% of Lake Street Advisors Group's portfolio in Q4 2024, its #200 holding.
Lake Street Advisors Group first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2022 and has held it in 10 quarters since.
443 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.