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Rice Partnership’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Rice Partnership’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
-744
Closed -$37.9K – 157
2024
Q4 		$37.9K Buy
+744
New +$39K 0.01% 140

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Rice Partnership's DON Position: Q1 2025 in Review

Rice Partnership sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2025, closing a stake of 744 shares — an estimated $37.9K sold.

Rice Partnership first reported a position in DON in Q4 2024 and held it in 1 quarter. The position peaked at $37.9K in Q4 2024. 434 funds tracked by Wall St. Rank hold DON as of Q1 2025.

  • Rice Partnership reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Rice Partnership sold 744 WisdomTree US MidCap Dividend Fund shares in Q1 2025, an estimated $37.9K.
  • Rice Partnership first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and held it in 1 quarter.
  • Rice Partnership's WisdomTree US MidCap Dividend Fund position peaked at $37.9K in Q4 2024.
  • 434 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2025.

Based on Rice Partnership's 13F filing for Q1 2025, filed 29 Apr 2025.