UAG
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United Advisor Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

United Advisor Group’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
2026
Q1 		$7.43M Sell
141,468
-1,308
-0.9% -$70.5K 0.92% 18
2025
Q4 		$7.37M Sell
142,776
-4,783
-3% -$246K 0.95% 22
2025
Q3 		$7.72M Buy
147,559
+2,301
+2% +$119K 1.04% 20
2025
Q2 		$7.28M Buy
145,258
+1,229
+0.9% +$59.3K 1.26% 14
2025
Q1 		$7.13M Buy
144,029
+5,772
+4% +$294K 1.46% 13
2024
Q4 		$7.05M Buy
138,257
+14,070
+11% +$738K 1.39% 13
2024
Q3 		$6.35M Buy
124,187
+13,901
+13% +$679K 1.43% 12
2024
Q2 		$5.16M Buy
110,286
+19,941
+22% +$943K 1.6% 13
2024
Q1 		$4.41M Buy
+90,345
New +$4.14M 1.66% 14

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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $501B AUM 22.01% 1-Year Est. Return