DON — WISDOMTREE US MIDCAP

Ownership history in Joseph P. Lucia & Associates, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Joseph P. Lucia & Associates, LLC reported a position in WISDOMTREE US MIDCAP (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.

Peak position
0.3% (2019 Q1)
Avg. % of fund
0.14%
First filed
2019 Q1
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,871 -345 -8.2% 0.08% $202K $51.84
2022 Q2 UNCHANGED 4,216 — 0% 0.12% $164K $35.61
2022 Q1 UNCHANGED 4,216 — 0% 0.11% $187K $40.28
2021 Q3 UNCHANGED 4,216 — 0% 0.10% $175K $37.20
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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%
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