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Ridgewood Investments’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Ridgewood Investments’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
-85
Closed -$4.26K – 333
2025
Q2 		$4.26K Hold
85
– – ﹤0.01% 610
2025
Q1 		$4.21K Hold
85
– – ﹤0.01% 573
2024
Q4 		$4.33K Hold
85
– – ﹤0.01% 594
2024
Q3 		$4.35K Hold
85
– – ﹤0.01% 599
2024
Q2 		$3.98K Buy
+85
New +$4.02K ﹤0.01% 612
2023
Q3 		– Sell
-85
Closed -$3.57K – 330
2023
Q2 		$3.57K Hold
85
– – ﹤0.01% 637
2023
Q1 		$3.48K Buy
+85
New +$3.61K ﹤0.01% 636

Other funds holding DON

Bank of America
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

Ridgewood Investments's DON Position: Q3 2025 in Review

Ridgewood Investments sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2025, closing a stake of 85 shares — an estimated $4.26K sold.

Ridgewood Investments first reported a position in DON in Q1 2023 and held it in 7 quarters. The position peaked at $4.35K in Q3 2024. 431 funds tracked by Wall St. Rank hold DON as of Q3 2025.

  • Ridgewood Investments reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 85 WisdomTree US MidCap Dividend Fund shares in Q3 2025, an estimated $4.26K.
  • Ridgewood Investments first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's WisdomTree US MidCap Dividend Fund position peaked at $4.35K in Q3 2024.
  • 431 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.