RA
DON icon

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

RiverTree 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
-21,507
Closed -$1.07M – 56
2025
Q1 		$1.07M Buy
+21,507
New +$1.1M 0.71% 35
2023
Q2 		– Sell
-95,299
Closed -$3.91M – 30
2023
Q1 		$3.91M Sell
95,299
-33
-0% -$1.4K 2.81% 15
2022
Q4 		$3.92M Buy
+95,332
New +$3.94M 3.22% 15

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

RiverTree Advisors's DON Position: Q2 2025 in Review

RiverTree Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2025, closing a stake of 21,507 shares — an estimated $1.07M sold.

RiverTree Advisors first reported a position in DON in Q4 2022 and held it in 3 quarters. The position peaked at $3.92M in Q4 2022. 433 funds tracked by Wall St. Rank hold DON as of Q2 2025.

  • RiverTree Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • RiverTree Advisors sold 21,507 WisdomTree US MidCap Dividend Fund shares in Q2 2025, an estimated $1.07M.
  • RiverTree Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and held it in 3 quarters.
  • RiverTree Advisors's WisdomTree US MidCap Dividend Fund position peaked at $3.92M in Q4 2022.
  • 433 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2025.

Based on RiverTree Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.