SPC Financial Inc’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

SPC Financial Inc’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	$235K	Sell	4,500 -1,100	-20%	-$57K	0.02%	243
2025 Q2	$281K	Hold	5,600	–	–	0.02%	220
2025 Q1	$277K	Hold	5,600	–	–	0.02%	218
2024 Q4	$285K	Hold	5,600	–	–	0.02%	216
2024 Q3	$286K	Hold	5,600	–	–	0.03%	215
2024 Q2	$262K	Hold	5,600	–	–	0.02%	213
2024 Q1	$273K	Sell	5,600 -394	-7%	-$18.1K	0.03%	203
2023 Q4	$274K	Hold	5,994	–	–	0.03%	193
2023 Q3	$246K	Hold	5,994	–	–	0.03%	193
2023 Q2	$252K	Hold	5,994	–	–	0.03%	196
2023 Q1	$246K	Hold	5,994	–	–	0.03%	189
2022 Q4	$247K	Sell	5,994 -200	-3%	-$8.27K	0.03%	177
2022 Q3	$233K	Hold	6,194	–	–	0.03%	173
2022 Q2	$241K	Buy	+6,194	New	+$261K	0.03%	178
2019 Q2	–	Sell	-6,252	Closed	-$224K	–	130
2019 Q1	$224K	Buy	+6,252	New	+$218K	0.05%	120

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SPC Financial Inc's DON Position: Q3 2025 in Review

SPC Financial Inc reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 20% in Q3 2025, selling an estimated $57K and leaving 4,500 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #243.

SPC Financial Inc first reported a position in DON in Q1 2019 and has held it in 15 quarters since. The position peaked at $286K in Q3 2024. 431 funds tracked by Wall St. Rank hold DON as of Q3 2025.

SPC Financial Inc held 4,500 shares of WisdomTree US MidCap Dividend Fund worth $235K as of Q3 2025.
SPC Financial Inc sold 1,100 WisdomTree US MidCap Dividend Fund shares in Q3 2025, an estimated $57K.
WisdomTree US MidCap Dividend Fund made up 0.02% of SPC Financial Inc's portfolio in Q3 2025, its #243 holding.
SPC Financial Inc first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2019 and has held it in 15 quarters since.
SPC Financial Inc's WisdomTree US MidCap Dividend Fund position peaked at $286K in Q3 2024.
431 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.