RVW Wealth’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

RVW Wealth’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 Q4	–	Sell	-4,428	Closed	-$232K	–	184
2025 Q3	$232K	Hold	4,428	–	–	0.02%	161
2025 Q2	$222K	Hold	4,428	–	–	0.02%	159
2025 Q1	$219K	Hold	4,428	–	–	0.02%	155
2024 Q4	$226K	Sell	4,428 -300	-6%	-$15.7K	0.02%	136
2024 Q3	$242K	Hold	4,728	–	–	0.02%	134
2024 Q2	$221K	Hold	4,728	–	–	0.02%	136
2024 Q1	$231K	Sell	4,728 -925	-16%	-$42.4K	0.02%	132
2023 Q4	$258K	Hold	5,653	–	–	0.03%	121
2023 Q3	$232K	Hold	5,653	–	–	0.03%	124
2023 Q2	$238K	Sell	5,653 -300	-5%	-$12.2K	0.03%	139
2023 Q1	$244K	Hold	5,953	–	–	0.03%	129
2022 Q4	$245K	Hold	5,953	–	–	0.03%	134
2022 Q3	$224K	Hold	5,953	–	–	0.03%	119
2022 Q2	$232K	Hold	5,953	–	–	0.03%	118
2022 Q1	$264K	Sell	5,953 -1,171	-16%	-$51.2K	0.03%	115
2021 Q4	$316K	Buy	+7,124	New	+$311K	0.04%	108
2021 Q3	–	Sell	-7,124	Closed	–	–	95
2021 Q2	$0	Hold	7,124	–	–	﹤0.01%	86
2021 Q1	$1M	Sell	7,124 -87	-1%	-$3.31K	0.13%	68
2020 Q4	$1M	Hold	7,211	–	–	0.15%	62
2020 Q3	$209K	Sell	7,211 -584	-7%	-$17.2K	0.04%	93
2020 Q2	$221K	Sell	7,795 -16,885	-68%	-$456K	0.04%	88
2020 Q1	$596K	Sell	24,680 -26,803	-52%	-$902K	0.14%	69
2019 Q4	$1.96M	Hold	51,483	–	–	0.43%	36
2019 Q3	$1.87M	Buy	+51,483	New	+$1.84M	0.44%	36

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RVW Wealth's DON Position: Q4 2025 in Review

RVW Wealth sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2025, closing a stake of 4,428 shares — an estimated $232K sold.

RVW Wealth first reported a position in DON in Q3 2019 and held it in 24 quarters. The position peaked at $1.96M in Q4 2019. 455 funds tracked by Wall St. Rank hold DON as of Q4 2025.

RVW Wealth reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
RVW Wealth sold 4,428 WisdomTree US MidCap Dividend Fund shares in Q4 2025, an estimated $232K.
RVW Wealth first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2019 and held it in 24 quarters.
RVW Wealth's WisdomTree US MidCap Dividend Fund position peaked at $1.96M in Q4 2019.
455 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2025.

Based on RVW Wealth's 13F filing for Q4 2025, filed 12 Jan 2026.