Qube Research & Technologies (QRT)
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Qube Research & Technologies (QRT)’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Qube Research & Technologies (QRT)’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
-20,323
Closed -$1.02M – 3661
2025
Q2 		$1.02M Buy
20,323
+3,408
+20% +$165K ﹤0.01% 2451
2025
Q1 		$838K Buy
16,915
+2,195
+15% +$112K ﹤0.01% 2339
2024
Q4 		$750K Buy
14,720
+7,308
+99% +$383K ﹤0.01% 2311
2024
Q3 		$379K Buy
7,412
+1,366
+23% +$66.8K ﹤0.01% 2355
2024
Q2 		$283K Buy
6,046
+3,830
+173% +$181K ﹤0.01% 2328
2024
Q1 		$108K Buy
2,216
+982
+80% +$45K ﹤0.01% 3274
2023
Q4 		$56.4K Hold
1,234
– – ﹤0.01% 3284
2023
Q3 		$50.5K Buy
+1,234
New +$52.6K ﹤0.01% 2862
2023
Q1 		– Sell
-6,811
Closed -$280K – 2636
2022
Q4 		$280K Buy
+6,811
New +$282K ﹤0.01% 1677
2022
Q2 		– Sell
-617
Closed -$27K – 2626
2022
Q1 		$27K Sell
617
-9,831
-94% -$430K ﹤0.01% 2228
2021
Q4 		$463K Buy
10,448
+9,133
+695% +$399K ﹤0.01% 1608
2021
Q3 		$55K Buy
+1,315
New +$55.2K ﹤0.01% 1866
2021
Q2 		– Sell
-2,116
Closed -$86K – 2378
2021
Q1 		$86K Buy
2,116
+1,089
+106% +$41.4K ﹤0.01% 1751
2020
Q4 		$36K Sell
1,027
-345
-25% -$11.2K ﹤0.01% 1711
2020
Q3 		$40K Buy
+1,372
New +$40.4K ﹤0.01% 1560

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Qube Research & Technologies (QRT)'s DON Position: Q3 2025 in Review

Qube Research & Technologies (QRT) sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2025, closing a stake of 20,323 shares — an estimated $1.02M sold.

Qube Research & Technologies (QRT) first reported a position in DON in Q3 2020 and held it in 15 quarters. The position peaked at $1.02M in Q2 2025. 431 funds tracked by Wall St. Rank hold DON as of Q3 2025.

  • Qube Research & Technologies (QRT) reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Qube Research & Technologies (QRT) sold 20,323 WisdomTree US MidCap Dividend Fund shares in Q3 2025, an estimated $1.02M.
  • Qube Research & Technologies (QRT) first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2020 and held it in 15 quarters.
  • Qube Research & Technologies (QRT)'s WisdomTree US MidCap Dividend Fund position peaked at $1.02M in Q2 2025.
  • 431 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2025.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q3 2025, filed 14 Nov 2025.