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

Stratos Wealth 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
2024
Q4 		– Sell
-4,782
Closed -$245K – 1475
2024
Q3 		$245K Buy
+4,782
New +$234K ﹤0.01% 1241
2023
Q1 		– Sell
-5,781
Closed -$238K – 1149
2022
Q4 		$238K Sell
5,781
-2,922
-34% -$121K 0.01% 982
2022
Q3 		$328K Sell
8,703
-2,429
-22% -$100K 0.01% 826
2022
Q2 		$434K Sell
11,132
-2,275
-17% -$95.9K 0.01% 788
2022
Q1 		$596K Sell
13,407
-5,470
-29% -$239K 0.01% 748
2021
Q4 		$837K Buy
18,877
+182
+1% +$7.94K 0.02% 614
2021
Q3 		$775K Sell
18,695
-1,491
-7% -$62.6K 0.02% 599
2021
Q2 		$847K Sell
20,186
-38
-0.2% -$1.61K 0.02% 588
2021
Q1 		$817K Sell
20,224
-56,164
-74% -$2.14M 0.02% 555
2020
Q4 		$2.66M Buy
76,388
+1,691
+2% +$55K 0.08% 237
2020
Q3 		$2.16M Sell
74,697
-2,382
-3% -$70.2K 0.07% 251
2020
Q2 		$2.18M Buy
77,079
+7,547
+11% +$204K 0.08% 247
2020
Q1 		$1.68M Buy
69,532
+5,216
+8% +$176K 0.08% 241
2019
Q4 		$2.45M Buy
64,316
+1,634
+3% +$60.4K 0.1% 216
2019
Q3 		$2.28M Buy
62,682
+8,201
+15% +$293K 0.1% 219
2019
Q2 		$1.97M Buy
54,481
+9,302
+21% +$334K 0.09% 235
2019
Q1 		$1.62M Buy
45,179
+11,002
+32% +$384K 0.07% 270
2018
Q4 		$1.08M Sell
34,177
-1,725
-5% -$59.2K 0.06% 311
2018
Q3 		$1.32M Buy
35,902
+4,492
+14% +$165K 0.06% 284
2018
Q2 		$1.12M Sell
31,410
-822
-3% -$28.8K 0.05% 333
2018
Q1 		$1.1M Buy
32,232
+16,885
+110% +$589K 0.05% 348
2017
Q4 		$541K Sell
15,347
-523
-3% -$17.9K 0.02% 504
2017
Q3 		$529K Buy
15,870
+3,513
+28% +$115K 0.03% 494
2017
Q2 		$403K Buy
12,357
+4,203
+52% +$136K 0.02% 527
2017
Q1 		$265K Buy
8,154
+717
+10% +$23.1K 0.02% 614
2016
Q4 		$234K Buy
+7,437
New +$227K 0.01% 597

Other funds holding DON

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
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

Stratos Wealth Partners's DON Position: Q4 2024 in Review

Stratos Wealth Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2024, closing a stake of 4,782 shares — an estimated $245K sold.

Stratos Wealth Partners first reported a position in DON in Q4 2016 and held it in 26 quarters. The position peaked at $2.66M in Q4 2020. 443 funds tracked by Wall St. Rank hold DON as of Q4 2024.

  • Stratos Wealth Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 4,782 WisdomTree US MidCap Dividend Fund shares in Q4 2024, an estimated $245K.
  • Stratos Wealth Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2016 and held it in 26 quarters.
  • Stratos Wealth Partners's WisdomTree US MidCap Dividend Fund position peaked at $2.66M in Q4 2020.
  • 443 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2024.

Based on Stratos Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.