BOLTON SECURITIES CORPORATION’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$3.34M	Buy	+67,423	New	+$3.44M	0.2%	137

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DON Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q1 2025: 67,423 shares worth $3.34M. The stake represents 0.2% of the portfolio and ranks #137 among its holdings.

439 funds tracked by Wall St. Rank hold DON as of Q1 2025.

BOLTON SECURITIES CORPORATION held 67,423 shares of WisdomTree US MidCap Dividend Fund worth $3.34M as of Q1 2025.
WisdomTree US MidCap Dividend Fund was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
WisdomTree US MidCap Dividend Fund made up 0.2% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #137 holding.
439 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.