ORG Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

ORG Partners’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 Q4	$1.62M	Sell	31,483 -10,171	-24%	-$524K	0.29%	75
2025 Q3	$2.18M	Sell	41,654 -2,671	-6%	-$138K	0.4%	51
2025 Q2	$2.26M	Buy	44,325 +5,715	+15%	+$276K	0.48%	44
2025 Q1	$1.97M	Buy	38,610 +23,726	+159%	+$1.21M	0.48%	41
2024 Q4	$759K	Buy	14,884 +9,634	+184%	+$505K	0.1%	138
2024 Q3	$268K	Buy	+5,250	New	+$257K	0.04%	243
2023 Q2	–	Hold	0	–	–	–	1354

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ORG Partners's DON Position: Q4 2025 in Review

ORG Partners reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 24% in Q4 2025, selling an estimated $524K and leaving 31,483 shares worth $1.62M. The position accounts for 0.29% of the portfolio, ranked #75.

ORG Partners first reported a position in DON in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.26M in Q2 2025. 455 funds tracked by Wall St. Rank hold DON as of Q4 2025.

ORG Partners held 31,483 shares of WisdomTree US MidCap Dividend Fund worth $1.62M as of Q4 2025.
ORG Partners sold 10,171 WisdomTree US MidCap Dividend Fund shares in Q4 2025, an estimated $524K.
WisdomTree US MidCap Dividend Fund made up 0.29% of ORG Partners's portfolio in Q4 2025, its #75 holding.
ORG Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2024 and has held it in 6 quarters since.
ORG Partners's WisdomTree US MidCap Dividend Fund position peaked at $2.26M in Q2 2025.
455 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.