United Capital Financial Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

United Capital Financial Advisors’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	$3.45M	Sell	65,680 -324	-0.5%	-$17.5K	0.02%	442
2025 Q4	$3.41M	Buy	66,004 +18,537	+39%	+$955K	0.02%	416
2025 Q3	$2.48M	Sell	47,467 -6,266	-12%	-$324K	0.02%	421
2025 Q2	$2.69M	Sell	53,733 -6,273	-10%	-$303K	0.02%	388
2025 Q1	$2.97M	Sell	60,006 -4,077	-6%	-$208K	0.03%	355
2024 Q4	$3.27M	Sell	64,083 -3,246	-5%	-$170K	0.03%	329
2024 Q3	$3.44M	Sell	67,329 -3,231	-5%	-$158K	0.03%	322
2024 Q2	$3.3M	Sell	70,560 -11,849	-14%	-$560K	0.03%	326
2024 Q1	$4.02M	Sell	82,409 -54,816	-40%	-$2.51M	0.03%	310
2023 Q4	$6.27M	Sell	137,225 -406,575	-75%	-$17.1M	0.05%	261
2023 Q3	$22.3M	Sell	543,800 -6,068	-1%	-$259K	0.15%	141
2023 Q2	$23.1M	Buy	549,868 +10,111	+2%	+$410K	0.13%	149
2023 Q1	$22.1M	Buy	539,757 +6,628	+1%	+$282K	0.12%	158
2022 Q4	$21.9M	Buy	533,129 +11,929	+2%	+$493K	0.12%	162
2022 Q3	$19.6M	Buy	521,200 +5,156	+1%	+$212K	0.12%	163
2022 Q2	$20.1M	Buy	516,044 +7,282	+1%	+$307K	0.11%	177
2022 Q1	$22.6M	Buy	508,762 +12,791	+3%	+$559K	0.11%	177
2021 Q4	$22M	Buy	495,971 +15,195	+3%	+$663K	0.1%	188
2021 Q3	$19.9M	Buy	480,776 +13,860	+3%	+$582K	0.1%	190
2021 Q2	$19.6M	Buy	466,916 +22,375	+5%	+$947K	0.1%	190
2021 Q1	$18M	Buy	444,541 +10,499	+2%	+$399K	0.1%	197
2020 Q4	$15.1M	Buy	434,042 +11,312	+3%	+$368K	0.09%	209
2020 Q3	$12.2M	Buy	422,730 +19,324	+5%	+$569K	0.08%	224
2020 Q2	$11.4M	Buy	403,406 +1,607	+0.4%	+$43.4K	0.08%	231
2020 Q1	$9.71M	Buy	401,799 +14,111	+4%	+$475K	0.08%	240
2019 Q4	$14.7M	Buy	387,688 +9,053	+2%	+$335K	0.1%	246
2019 Q3	$13.7M	Buy	378,635 +6,035	+2%	+$216K	0.1%	245
2019 Q2	$13.5M	Buy	372,600 +9,345	+3%	+$336K	0.09%	245
2019 Q1	$13M	Buy	363,255 +7,875	+2%	+$275K	0.09%	248
2018 Q4	$11.2M	Sell	355,380 -1,032	-0.3%	-$35.4K	0.09%	240
2018 Q3	$13.1M	Buy	356,412 +7,199	+2%	+$265K	0.09%	243
2018 Q2	$12.5M	Sell	349,213 -1,464	-0.4%	-$51.4K	0.09%	250
2018 Q1	$12M	Buy	350,677 +10,546	+3%	+$368K	0.09%	254
2017 Q4	$12M	Buy	340,131 +4,539	+1%	+$155K	0.1%	260
2017 Q3	$11.2M	Buy	335,592 +8,277	+3%	+$270K	0.09%	254
2017 Q2	$10.7M	Buy	327,315 +3,156	+1%	+$102K	0.1%	258
2017 Q1	$10.5M	Buy	324,159 +2,535	+0.8%	+$81.8K	0.1%	249
2016 Q4	$10.1M	Buy	321,624 +3,060	+1%	+$93.4K	0.1%	252
2016 Q3	$9.65M	Buy	318,564 +13,737	+5%	+$417K	0.09%	266
2016 Q2	$9.14M	Buy	304,827 +257,013	+538%	+$7.46M	0.09%	259
2016 Q1	$1.37M	Buy	47,814 +7,293	+18%	+$192K	0.02%	623
2015 Q4	$1.09M	Buy	40,521 +6,159	+18%	+$168K	0.01%	670
2015 Q3	$889K	Buy	34,362 +9,480	+38%	+$257K	0.01%	721
2015 Q2	$686K	Buy	24,882 +2,937	+13%	+$83.5K	0.01%	812
2015 Q1	$620K	Buy	21,945 +13,860	+171%	+$393K	0.01%	827
2014 Q4	$226K	Buy	+8,085	New	+$219K	﹤0.01%	1056
2014 Q3	–	Sell	-140,832	Closed	-$3.83M	–	1100
2014 Q2	$3.83M	Sell	140,832 -23,805	-14%	-$623K	0.07%	278
2014 Q1	$4.23M	Buy	+164,637	New	+$4.1M	0.09%	228
2013 Q4	–	Sell	-229,533	Closed	-$5.32M	–	670
2013 Q3	$5.32M	Buy	+229,533	New	+$5.26M	0.17%	135