LWA
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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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return