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Long Run Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Long Run Wealth Advisors’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
Q4 		$5.98M Buy
115,814
+3,978
+4% +$205K 1.13% 23
2025
Q3 		$5.85M Buy
111,836
+4,927
+5% +$255K 1.15% 23
2025
Q2 		$5.36M Buy
106,909
+2,322
+2% +$112K 1.12% 24
2025
Q1 		$5.18M Buy
104,587
+17,870
+21% +$911K 1.17% 23
2024
Q4 		$4.42M Sell
86,717
-2,447
-3% -$128K 1.06% 27
2024
Q3 		$4.56M Sell
89,164
-2,146
-2% -$105K 1.07% 25
2024
Q2 		$4.27M Sell
91,310
-1,104
-1% -$52.2K 1.08% 25
2024
Q1 		$4.51M Buy
92,414
+1,633
+2% +$74.9K 1.19% 24
2023
Q4 		$4.15M Sell
90,781
-4,264
-4% -$179K 1.2% 24
2023
Q3 		$3.89M Buy
95,045
+3,977
+4% +$170K 1.26% 23
2023
Q2 		$3.83M Buy
91,068
+15,927
+21% +$646K 1.22% 24
2023
Q1 		$3.08M Buy
75,141
+733
+1% +$31.2K 1.05% 27
2022
Q4 		$3.06M Buy
74,408
+5,333
+8% +$221K 1.1% 28
2022
Q3 		$2.6M Buy
69,075
+2,173
+3% +$89.5K 1.03% 29
2022
Q2 		$2.61M Sell
66,902
-220
-0.3% -$9.28K 1.01% 28
2022
Q1 		$2.98M Buy
67,122
+8,375
+14% +$366K 1.04% 28
2021
Q4 		$2.61M Buy
+58,747
New +$2.56M 0.91% 32

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

Long Run Wealth Advisors's DON Position: Q4 2025 in Review

Long Run Wealth Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 3.6% in Q4 2025, buying an estimated $205K and bringing the position to 115,814 shares worth $5.98M. The position accounts for 1.13% of the portfolio, ranked #23.

Long Run Wealth Advisors first reported a position in DON in Q4 2021 and has held it in 17 quarters since. 455 funds tracked by Wall St. Rank hold DON as of Q4 2025.

  • Long Run Wealth Advisors held 115,814 shares of WisdomTree US MidCap Dividend Fund worth $5.98M as of Q4 2025.
  • Long Run Wealth Advisors bought 3,978 WisdomTree US MidCap Dividend Fund shares in Q4 2025, an estimated $205K.
  • WisdomTree US MidCap Dividend Fund made up 1.13% of Long Run Wealth Advisors's portfolio in Q4 2025, its #23 holding.
  • Long Run Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and has held it in 17 quarters since.
  • 455 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.