SFC
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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 Sell
6,632
-322,731
-98% -$15.8M 0.11% 162
2024
Q2 		$20.7K Buy
329,363
+321,912
+4,320% +$15.2M 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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return