Patriot Financial Group Insurance Agency’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,353
| Closed | -$216K | – | 543 |
|
|
2025
Q1 | $216K | Sell |
4,353
-790
| -15% | -$40.3K | 0.03% | 438 |
|
|
2024
Q4 | $262K | Sell |
5,143
-1,300
| -20% | -$68.2K | 0.04% | 397 |
|
|
2024
Q3 | $329K | Sell |
6,443
-1,323
| -17% | -$64.7K | 0.04% | 367 |
|
|
2024
Q2 | $363K | Buy |
7,766
+66
| +0.9% | +$3.12K | 0.05% | 321 |
|
|
2024
Q1 | $376K | Buy |
7,700
+174
| +2% | +$7.98K | 0.06% | 316 |
|
|
2023
Q4 | $344K | Buy |
7,526
+200
| +3% | +$8.39K | 0.06% | 307 |
|
|
2023
Q3 | $300K | Sell |
7,326
-6,185
| -46% | -$264K | 0.06% | 322 |
|
|
2023
Q2 | $568K | Sell |
13,511
-866
| -6% | -$35.1K | 0.11% | 222 |
|
|
2023
Q1 | $589K | Sell |
14,377
-381
| -3% | -$16.2K | 0.12% | 197 |
|
|
2022
Q4 | $607K | Buy |
14,758
+2,484
| +20% | +$103K | 0.08% | 175 |
|
|
2022
Q3 | $462K | Buy |
12,274
+1,491
| +14% | +$61.4K | 0.11% | 207 |
|
|
2022
Q2 | $420K | Buy |
10,783
+2,394
| +29% | +$101K | 0.09% | 230 |
|
|
2022
Q1 | $373K | Buy |
8,389
+1,433
| +21% | +$62.7K | 0.07% | 289 |
|
|
2021
Q4 | $309K | Sell |
6,956
-64
| -0.9% | -$2.79K | 0.05% | 342 |
|
|
2021
Q3 | $291K | Sell |
7,020
-387
| -5% | -$16.2K | 0.05% | 348 |
|
|
2021
Q2 | $311K | Sell |
7,407
-877
| -11% | -$37.1K | 0.06% | 329 |
|
|
2021
Q1 | $335K | Sell |
8,284
-5,894
| -42% | -$224K | 0.08% | 269 |
|
|
2020
Q4 | $494K | Sell |
14,178
-1,392
| -9% | -$45.3K | 0.12% | 180 |
|
|
2020
Q3 | $450K | Sell |
15,570
-195
| -1% | -$5.75K | 0.15% | 152 |
|
|
2020
Q2 | $447K | Sell |
15,765
-3,834
| -20% | -$104K | 0.17% | 131 |
|
|
2020
Q1 | $474K | Buy |
19,599
+3,735
| +24% | +$126K | 0.22% | 97 |
|
|
2019
Q4 | $603K | Buy |
15,864
+4,669
| +42% | +$173K | 0.23% | 92 |
|
|
2019
Q3 | $406K | Sell |
11,195
-557
| -5% | -$19.9K | 0.18% | 113 |
|
|
2019
Q2 | $426K | Buy |
11,752
+986
| +9% | +$35.4K | 0.18% | 99 |
|
|
2019
Q1 | $385K | Buy |
10,766
+1,729
| +19% | +$60.4K | 0.2% | 87 |
|
|
2018
Q4 | $286K | Buy |
9,037
+2,919
| +48% | +$100K | 0.19% | 91 |
|
|
2018
Q3 | $226K | Buy |
6,118
+4,563
| +293% | +$168K | 0.13% | 105 |
|
|
2018
Q2 | $56K | Sell |
1,555
-2,327
| -60% | -$81.6K | 0.06% | 176 |
|
|
2018
Q1 | $130K | Sell |
3,882
-37
| -0.9% | -$1.29K | 0.1% | 182 |
|
|
2017
Q4 | $139K | Buy |
3,919
+121
| +3% | +$4.14K | 0.1% | 163 |
|
|
2017
Q3 | $127K | Buy |
3,798
+24
| +0.6% | +$783 | 0.11% | 149 |
|
|
2017
Q2 | $122K | Sell |
3,774
-84
| -2% | -$2.72K | 0.13% | 142 |
|
|
2017
Q1 | $124K | Buy |
3,858
+18
| +0.5% | +$581 | 0.13% | 129 |
|
|
2016
Q4 | $122K | Buy |
+3,840
| New | +$117K | 0.17% | 122 |
|
Other funds holding DON
LW
Patriot Financial Group Insurance Agency's DON Position: Q2 2025 in Review
Patriot Financial Group Insurance Agency sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2025, closing a stake of 4,353 shares — an estimated $216K sold.
Patriot Financial Group Insurance Agency first reported a position in DON in Q4 2016 and held it in 34 quarters. The position peaked at $607K in Q4 2022. 433 funds tracked by Wall St. Rank hold DON as of Q2 2025.
- Patriot Financial Group Insurance Agency reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
- Patriot Financial Group Insurance Agency sold 4,353 WisdomTree US MidCap Dividend Fund shares in Q2 2025, an estimated $216K.
- Patriot Financial Group Insurance Agency first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2016 and held it in 34 quarters.
- Patriot Financial Group Insurance Agency's WisdomTree US MidCap Dividend Fund position peaked at $607K in Q4 2022.
- 433 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2025.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2025, filed 21 Jul 2025.