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Mitchell Sinkler & Starr’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Mitchell Sinkler & Starr’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
Q1 		– Sell
-1,800
Closed -$91.7K – 156
2024
Q4 		$91.7K Hold
1,800
– – 0.02% 167
2024
Q3 		$92K Hold
1,800
– – 0.02% 172
2024
Q2 		$88.2K Hold
1,800
– – 0.02% 167
2024
Q1 		$87.8K Buy
+1,800
New +$82.5K 0.02% 167

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mitchell Sinkler & Starr's DON Position: Q1 2025 in Review

Mitchell Sinkler & Starr sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2025, closing a stake of 1,800 shares — an estimated $91.7K sold.

Mitchell Sinkler & Starr first reported a position in DON in Q1 2024 and held it in 4 quarters. The position peaked at $92K in Q3 2024. 435 funds tracked by Wall St. Rank hold DON as of Q1 2025.

  • Mitchell Sinkler & Starr reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 1,800 WisdomTree US MidCap Dividend Fund shares in Q1 2025, an estimated $91.7K.
  • Mitchell Sinkler & Starr first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2024 and held it in 4 quarters.
  • Mitchell Sinkler & Starr's WisdomTree US MidCap Dividend Fund position peaked at $92K in Q3 2024.
  • 435 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2025.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2025, filed 7 May 2025.