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Oliver Lagore Vanvalin Investment Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q2 		$42.1K Buy
+851
New +$41.1K 0.02% 267
2024
Q4 		$43.4K Hold
851
– – 0.01% 271
2024
Q3 		$43.5K Hold
851
– – 0.01% 261
2024
Q2 		$39.8K Hold
851
– – 0.01% 262
2024
Q1 		$41.5K Sell
851
-1,031
-55% -$47.3K 0.01% 258
2023
Q4 		$86K Sell
1,882
-1,299
-41% -$54.5K 0.03% 160
2023
Q3 		$130K Sell
3,181
-2,280
-42% -$97.2K 0.05% 144
2023
Q2 		$230K Buy
5,461
+5,265
+2,686% +$214K 0.08% 124
2023
Q1 		$8.03K Hold
196
– – ﹤0.01% 412
2022
Q4 		$8.06K Hold
196
– – ﹤0.01% 391
2022
Q3 		$7K Buy
+196
New +$8.07K ﹤0.01% 383

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DON Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2025: 851 shares worth $42.1K. The stake represents 0.02% of the portfolio and ranks #267 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in DON as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in DON in Q3 2022 and has held it in 11 quarters since. The position peaked at $230K in Q2 2023. 433 funds tracked by Wall St. Rank hold DON as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 851 shares of WisdomTree US MidCap Dividend Fund worth $42.1K as of Q2 2025.
  • WisdomTree US MidCap Dividend Fund was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • WisdomTree US MidCap Dividend Fund made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #267 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2022 and has held it in 11 quarters since.
  • Oliver Lagore Vanvalin Investment Group's WisdomTree US MidCap Dividend Fund position peaked at $230K in Q2 2023.
  • 433 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.