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

PSI 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
Q2 		– Sell
-2,483
Closed -$123K – 244
2025
Q1 		$123K Sell
2,483
-262
-10% -$13.4K 0.04% 151
2024
Q4 		$140K Sell
2,745
-127
-4% -$6.66K 0.04% 154
2024
Q3 		$147K Sell
2,872
-714
-20% -$34.9K 0.04% 147
2024
Q2 		$168K Buy
3,586
+2
+0.1% +$95 0.05% 137
2024
Q1 		$175K Buy
3,584
+1
+0% +$46 0.06% 138
2023
Q4 		$164K Sell
3,583
-164
-4% -$6.88K 0.06% 144
2023
Q3 		$153K Sell
3,747
-51,206
-93% -$2.18M 0.07% 142
2023
Q2 		$2.31M Sell
54,953
-11,129
-17% -$451K 1.01% 21
2023
Q1 		$2.71M Buy
66,082
+1,318
+2% +$56K 1.31% 16
2022
Q4 		$2.66M Buy
64,764
+920
+1% +$38.1K 1.42% 17
2022
Q3 		$2.4M Buy
63,844
+19,256
+43% +$793K 1.26% 19
2022
Q2 		$1.74M Buy
44,588
+40,987
+1,138% +$1.73M 0.85% 29
2022
Q1 		$160K Buy
3,601
+1,222
+51% +$53.4K 0.07% 151
2021
Q4 		$106K Buy
2,379
+43
+2% +$1.88K 0.04% 194
2021
Q3 		$97K Buy
+2,336
New +$98.1K 0.04% 198
2021
Q1 		– Sell
-20,591
Closed -$716K – 134
2020
Q4 		$716K Sell
20,591
-13,942
-40% -$453K 0.49% 45
2020
Q3 		$998K Sell
34,533
-9,428
-21% -$278K 0.76% 32
2020
Q2 		$1.25M Sell
43,961
-37,095
-46% -$1M 1% 21
2020
Q1 		$1.96M Sell
81,056
-2,715
-3% -$91.4K 1.8% 13
2019
Q4 		$3.19M Buy
+83,771
New +$3.1M 2.05% 9

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PSI Advisors's DON Position: Q2 2025 in Review

PSI Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2025, closing a stake of 2,483 shares — an estimated $123K sold.

PSI Advisors first reported a position in DON in Q4 2019 and held it in 20 quarters. The position peaked at $3.19M in Q4 2019. 433 funds tracked by Wall St. Rank hold DON as of Q2 2025.

  • PSI Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 2,483 WisdomTree US MidCap Dividend Fund shares in Q2 2025, an estimated $123K.
  • PSI Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and held it in 20 quarters.
  • PSI Advisors's WisdomTree US MidCap Dividend Fund position peaked at $3.19M in Q4 2019.
  • 433 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.