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Legacy Wealth Management (Idaho)’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Legacy Wealth Management (Idaho)’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
Q3 		– Sell
-355
Closed -$17.8K – 794
2025
Q2 		$17.8K Hold
355
– – 0.01% 252
2025
Q1 		$17.6K Hold
355
– – 0.01% 263
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s DON Position: Q3 2025 in Review

Legacy Wealth Management (Idaho) sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2025, closing a stake of 355 shares — an estimated $17.8K sold.

Legacy Wealth Management (Idaho) first reported a position in DON in Q3 2024 and held it in 4 quarters. The position peaked at $19K in Q3 2024. 431 funds tracked by Wall St. Rank hold DON as of Q3 2025.

  • Legacy Wealth Management (Idaho) reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 355 WisdomTree US MidCap Dividend Fund shares in Q3 2025, an estimated $17.8K.
  • Legacy Wealth Management (Idaho) first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2024 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s WisdomTree US MidCap Dividend Fund position peaked at $19K in Q3 2024.
  • 431 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q3 2025, filed 12 Nov 2025.