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Silicon Valley Capital Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Silicon Valley Capital Partners’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
-200
Closed -$10K – 296
2025
Q2 		$10K Buy
+200
New +$9.66K ﹤0.01% 209

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UBS Group
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Creative Planning
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Jones Financial Companies
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Silicon Valley Capital Partners's DON Position: Q3 2025 in Review

Silicon Valley Capital Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2025, closing a stake of 200 shares — an estimated $10K sold.

Silicon Valley Capital Partners first reported a position in DON in Q2 2025 and held it in 1 quarter. The position peaked at $10K in Q2 2025. 431 funds tracked by Wall St. Rank hold DON as of Q3 2025.

  • Silicon Valley Capital Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Silicon Valley Capital Partners sold 200 WisdomTree US MidCap Dividend Fund shares in Q3 2025, an estimated $10K.
  • Silicon Valley Capital Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2025 and held it in 1 quarter.
  • Silicon Valley Capital Partners's WisdomTree US MidCap Dividend Fund position peaked at $10K in Q2 2025.
  • 431 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2025.

Based on Silicon Valley Capital Partners's 13F filing for Q3 2025, filed 17 Nov 2025.