DON — WisdomTree Mid Cap Dividend MF

Ownership history in Linscomb Wealth, Inc.  ·  75 quarters on record

This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in WisdomTree Mid Cap Dividend MF (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
6.93% (2013 Q1)
Avg. % of fund
4.24%
First filed
2007 Q2
Last filed
2025 Q4
Quarters held
75
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,844,548 +15,767 +0.9% 4.00% $95.2M $51.56
2025 Q3 REDUCED 1,828,781 -2,567 -0.1% 4.12% $95.6M $51.84
2025 Q2 ADDED 1,831,348 +11,235 +0.6% 4.22% $91.8M $49.40
2025 Q1 REDUCED 1,820,113 -19,120 -1.0% 4.49% $90.1M $48.48
71 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

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% Concord Wealth Partners 3Y 1.54%
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