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West Branch Capital’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

West Branch Capital’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
Q2 		– Sell
-375
Closed -$18.6K – 490
2025
Q1 		$18.6K Buy
+375
New +$19.1K 0.01% 231
2024
Q3 		– Sell
-412
Closed -$19.3K – 631
2024
Q2 		$19.3K Hold
412
– – 0.01% 226
2024
Q1 		$20.1K Hold
412
– – 0.01% 227
2023
Q4 		$18.8K Buy
+412
New +$17.3K 0.01% 227

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

West Branch Capital's DON Position: Q2 2025 in Review

West Branch Capital sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2025, closing a stake of 375 shares — an estimated $18.6K sold.

West Branch Capital first reported a position in DON in Q4 2023 and held it in 4 quarters. The position peaked at $20.1K in Q1 2024. 433 funds tracked by Wall St. Rank hold DON as of Q2 2025.

  • West Branch Capital reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • West Branch Capital sold 375 WisdomTree US MidCap Dividend Fund shares in Q2 2025, an estimated $18.6K.
  • West Branch Capital first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and held it in 4 quarters.
  • West Branch Capital's WisdomTree US MidCap Dividend Fund position peaked at $20.1K in Q1 2024.
  • 433 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.