Peak Planning Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Peak Planning 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 Q1	–	Sell	-4,443	Closed	-$226K	–	125
2024 Q4	$226K	Sell	4,443 -200	-4%	-$10.5K	0.09%	107
2024 Q3	$237K	Buy	4,643 +21	+0.5%	+$1.03K	0.1%	101
2024 Q2	$216K	Buy	4,622 +23	+0.5%	+$1.09K	0.11%	100
2024 Q1	$224K	Buy	4,599 +38	+0.8%	+$1.74K	0.14%	71
2023 Q4	$208K	Buy	+4,561	New	+$191K	0.15%	69
2023 Q3	–	Sell	-4,821	Closed	-$203K	–	74
2023 Q2	$203K	Buy	+4,821	New	+$196K	0.15%	77
2021 Q4	$243K	Sell	5,486 -185	-3%	-$8.07K	0.18%	74
2021 Q3	$235K	Buy	+5,671	New	+$238K	0.2%	71
2021 Q1	$256K	Buy	6,340 +145	+2%	+$5.51K	0.25%	65
2020 Q4	$216K	Buy	+6,195	New	+$201K	0.25%	60

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Peak Planning Group's DON Position: Q1 2025 in Review

Peak Planning Group sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2025, closing a stake of 4,443 shares — an estimated $226K sold.

Peak Planning Group first reported a position in DON in Q4 2020 and held it in 10 quarters. The position peaked at $256K in Q1 2021. 435 funds tracked by Wall St. Rank hold DON as of Q1 2025.

Peak Planning Group reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
Peak Planning Group sold 4,443 WisdomTree US MidCap Dividend Fund shares in Q1 2025, an estimated $226K.
Peak Planning Group first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and held it in 10 quarters.
Peak Planning Group's WisdomTree US MidCap Dividend Fund position peaked at $256K in Q1 2021.
435 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2025.

Based on Peak Planning Group's 13F filing for Q1 2025, filed 24 Jun 2026.