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OneDigital Investment Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

OneDigital Investment 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
Q1 		– Sell
-8,244
Closed -$420K – 1425
2024
Q4 		$420K Sell
8,244
-69
-0.8% -$3.62K ﹤0.01% 957
2024
Q3 		$425K Buy
8,313
+458
+6% +$22.4K ﹤0.01% 1001
2024
Q2 		$367K Sell
7,855
-217
-3% -$10.3K ﹤0.01% 1020
2024
Q1 		$394K Sell
8,072
-71
-0.9% -$3.26K 0.01% 826
2023
Q4 		$372K Buy
8,143
+388
+5% +$16.3K 0.01% 836
2023
Q3 		$318K Buy
7,755
+4
+0.1% +$171 0.01% 794
2023
Q2 		$326K Sell
7,751
-207
-3% -$8.4K 0.01% 793
2023
Q1 		$326K Sell
7,958
-166
-2% -$7.06K 0.01% 753
2022
Q4 		$334K Sell
8,124
-8,796
-52% -$364K 0.01% 634
2022
Q3 		$637K Sell
16,920
-3,252
-16% -$134K 0.02% 396
2022
Q2 		$786K Buy
20,172
+4,891
+32% +$206K 0.03% 307
2022
Q1 		$679K Buy
15,281
+3,747
+32% +$164K 0.03% 361
2021
Q4 		$512K Buy
11,534
+61
+0.5% +$2.66K 0.02% 441
2021
Q3 		$476K Buy
11,473
+1,540
+16% +$64.7K 0.02% 430
2021
Q2 		$417K Buy
9,933
+446
+5% +$18.9K 0.02% 462
2021
Q1 		$383K Sell
9,487
-753
-7% -$28.6K 0.02% 443
2020
Q4 		$356K Sell
10,240
-1,257
-11% -$40.9K 0.02% 437
2020
Q3 		$332K Sell
11,497
-1,067
-8% -$31.4K 0.02% 402
2020
Q2 		$356K Buy
+12,564
New +$339K 0.03% 398

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OneDigital Investment Advisors's DON Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2025, closing a stake of 8,244 shares — an estimated $420K sold.

OneDigital Investment Advisors first reported a position in DON in Q2 2020 and held it in 19 quarters. The position peaked at $786K in Q2 2022. 434 funds tracked by Wall St. Rank hold DON as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 8,244 WisdomTree US MidCap Dividend Fund shares in Q1 2025, an estimated $420K.
  • OneDigital Investment Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2020 and held it in 19 quarters.
  • OneDigital Investment Advisors's WisdomTree US MidCap Dividend Fund position peaked at $786K in Q2 2022.
  • 434 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.