DON — WISDOMTREE U.S. MIDCAP DIVIDEND FUND

Ownership history in Global Wealth Strategies & Associates  ·  3 quarters on record

This page tracks every 13F SEC filing in which Global Wealth Strategies & Associates reported a position in WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 3 — 0% 0.00% $157 $51.84
2025 Q2 UNCHANGED 3 — 0% 0.00% $150 $49.40
2025 Q1 INITIATED 3 — — 0.00% $149 $48.48
% of Fund (quarterly)    DON price (monthly, adj. close)

Other funds also holding DON

As of 2025 Q4 — sorted by position size

Linscomb Wealth, Inc. 3Y 7Y 4.0% Melone Private Wealth, LLC 3Y 3.42% Marion Wealth Management 3Y 3.33% Harbour Wealth Management Group, Inc. 3.01% IAG Wealth Partners, LLC 3Y 2.95% Frazier Financial Advisors, LLC 2.78% PRECEDENT WEALTH PARTNERS, LLC 2.72% White Pine Investment CO 3Y 7Y 2.11% Sage Capital Management, LLC 1.91% Grey Ledge Advisors, LLC 3Y 7Y 1.57%
← Back to Global Wealth Strategies & Associates Holdings