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

Pacifica 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 Q3	–	Sell	-166	Closed	-$8.29K	–	513
2025 Q2	$8.29K	Hold	166	–	–	﹤0.01%	356
2025 Q1	$7.86K	Hold	166	–	–	﹤0.01%	351
2024 Q4	$8.41K	Hold	166	–	–	﹤0.01%	344
2024 Q3	$8.49K	Hold	166	–	–	﹤0.01%	369
2024 Q2	$7.73K	Hold	166	–	–	﹤0.01%	380
2024 Q1	$7.91K	Hold	166	–	–	﹤0.01%	383
2023 Q4	$7.17K	Hold	166	–	–	﹤0.01%	402
2023 Q3	$6.63K	Hold	166	–	–	﹤0.01%	390
2023 Q2	$6.96K	Hold	166	–	–	﹤0.01%	337
2023 Q1	$6.65K	Hold	166	–	–	﹤0.01%	354
2022 Q4	$6.87K	Hold	166	–	–	﹤0.01%	320
2022 Q3	$7K	Hold	166	–	–	0.01%	329
2022 Q2	$7K	Hold	166	–	–	﹤0.01%	337
2022 Q1	$7K	Hold	166	–	–	﹤0.01%	338
2021 Q4	$7K	Buy	+166	New	+$7.24K	﹤0.01%	337

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pacifica Partners's DON Position: Q3 2025 in Review

Pacifica Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2025, closing a stake of 166 shares — an estimated $8.29K sold.

Pacifica Partners first reported a position in DON in Q4 2021 and held it in 15 quarters. The position peaked at $8.49K in Q3 2024. 431 funds tracked by Wall St. Rank hold DON as of Q3 2025.

Pacifica Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
Pacifica Partners sold 166 WisdomTree US MidCap Dividend Fund shares in Q3 2025, an estimated $8.29K.
Pacifica Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and held it in 15 quarters.
Pacifica Partners's WisdomTree US MidCap Dividend Fund position peaked at $8.49K in Q3 2024.
431 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2025.

Based on Pacifica Partners's 13F filing for Q3 2025, filed 9 Oct 2025.