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Legacy Investment Solutions’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Legacy Investment Solutions’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 		$17.8K Buy
+355
New +$17.1K 0.01% 252
2024
Q4 		$18.3K Hold
355
– – 0.01% 227
2024
Q3 		$19K Buy
+355
New +$17.4K 0.01% 232

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

Legacy Investment Solutions's DON Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2025: 355 shares worth $17.8K. The stake represents 0.01% of the portfolio and ranks #252 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in DON as recently as Q4 2024.

Legacy Investment Solutions first reported a position in DON in Q3 2024 and has held it in 3 quarters since. The position peaked at $19K in Q3 2024. 433 funds tracked by Wall St. Rank hold DON as of Q2 2025.

  • Legacy Investment Solutions held 355 shares of WisdomTree US MidCap Dividend Fund worth $17.8K as of Q2 2025.
  • WisdomTree US MidCap Dividend Fund was a new Legacy Investment Solutions position in Q2 2025.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #252 holding.
  • Legacy Investment Solutions first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's WisdomTree US MidCap Dividend Fund position peaked at $19K in Q3 2024.
  • 433 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.