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

Lowe 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 Q3	$11.6K	Hold	222	–	–	﹤0.01%	247
2025 Q2	$11.1K	Hold	222	–	–	﹤0.01%	246
2025 Q1	$11K	Hold	222	–	–	﹤0.01%	242
2024 Q4	$11.3K	Buy	+222	New	+$11.6K	﹤0.01%	224
2020 Q1	–	Sell	-398	Closed	-$15K	–	316
2019 Q4	$15K	Hold	398	–	–	0.01%	132
2019 Q3	$14K	Hold	398	–	–	0.01%	131
2019 Q2	$14K	Hold	398	–	–	0.01%	136
2019 Q1	$14K	Hold	398	–	–	0.01%	121
2018 Q4	$13K	Hold	398	–	–	0.01%	120
2018 Q3	$15K	Buy	+398	New	+$14.7K	0.01%	122

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lowe Wealth Advisors's DON Position: Q3 2025 in Review

Lowe Wealth Advisors held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q3 2025 at 222 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Lowe Wealth Advisors first reported a position in DON in Q3 2018 and has held it in 10 quarters since. The position peaked at $15K in Q4 2019. 431 funds tracked by Wall St. Rank hold DON as of Q3 2025.

Lowe Wealth Advisors held 222 shares of WisdomTree US MidCap Dividend Fund worth $11.6K as of Q3 2025.
Lowe Wealth Advisors left its WisdomTree US MidCap Dividend Fund share count unchanged in Q3 2025.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #247 holding.
Lowe Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2018 and has held it in 10 quarters since.
Lowe Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $15K in Q4 2019.
431 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.