Weaver Consulting Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Weaver Consulting 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
2025 Q4	–	Sell	-4,339	Closed	-$227K	–	273
2025 Q3	$227K	Hold	4,339	–	–	0.06%	237
2025 Q2	$217K	Buy	+4,339	New	+$210K	0.06%	227
2020 Q4	–	Sell	-2,678	Closed	-$78K	–	330
2020 Q3	$78K	Sell	2,678 -250	-9%	-$7.37K	0.04%	211
2020 Q2	$83K	Sell	2,928 -2,165	-43%	-$58.5K	0.05%	204
2020 Q1	$123K	Buy	5,093 +5,043	+10,086%	+$170K	0.08%	144
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	733
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	717
2019 Q2	$2K	Hold	50	–	–	﹤0.01%	707
2019 Q1	$2K	Buy	+50	New	+$1.75K	﹤0.01%	1317

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Weaver Consulting Group's DON Position: Q4 2025 in Review

Weaver Consulting Group sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2025, closing a stake of 4,339 shares — an estimated $227K sold.

Weaver Consulting Group first reported a position in DON in Q1 2019 and held it in 9 quarters. The position peaked at $227K in Q3 2025. 455 funds tracked by Wall St. Rank hold DON as of Q4 2025.

Weaver Consulting Group reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
Weaver Consulting Group sold 4,339 WisdomTree US MidCap Dividend Fund shares in Q4 2025, an estimated $227K.
Weaver Consulting Group first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2019 and held it in 9 quarters.
Weaver Consulting Group's WisdomTree US MidCap Dividend Fund position peaked at $227K in Q3 2025.
455 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2025.

Based on Weaver Consulting Group's 13F filing for Q4 2025, filed 10 Feb 2026.