Strategic Financial Concepts’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Strategic Financial Concepts’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	-6,357	Closed	-$319K	–	286
2025 Q2	$319K	Sell	6,357 -212	-3%	-$10.2K	0.04%	194
2025 Q1	$325K	Buy	6,569 +57	+0.9%	+$2.9K	0.06%	225
2024 Q4	$332K	Sell	6,512 -120	-2%	-$6.29K	0.06%	223
2024 Q3	$339K	Buy	6,632 +6,189	+1,397%	+$302K	0.11%	162
2024 Q2	$20.7K	Sell	443 -7,008	-94%	-$331K	0.01%	330
2024 Q1	$363K	Buy	+7,451	New	+$342K	0.09%	199
2023 Q4	–	Sell	-8,248	Closed	-$338K	–	171
2023 Q3	$338K	Buy	8,248 +3,485	+73%	+$149K	0.11%	164
2023 Q2	$200K	Buy	+4,763	New	+$193K	0.07%	234

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

Strategic Financial Concepts's DON Position: Q3 2025 in Review

Strategic Financial Concepts sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2025, closing a stake of 6,357 shares — an estimated $319K sold.

Strategic Financial Concepts first reported a position in DON in Q2 2023 and held it in 8 quarters. The position peaked at $363K in Q1 2024. 431 funds tracked by Wall St. Rank hold DON as of Q3 2025.

Strategic Financial Concepts reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
Strategic Financial Concepts sold 6,357 WisdomTree US MidCap Dividend Fund shares in Q3 2025, an estimated $319K.
Strategic Financial Concepts first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2023 and held it in 8 quarters.
Strategic Financial Concepts's WisdomTree US MidCap Dividend Fund position peaked at $363K in Q1 2024.
431 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2025.

Based on Strategic Financial Concepts's 13F filing for Q3 2025, filed 13 Nov 2025.