Ownership history in United Advisor Group, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which United Advisor Group, LLC reported a position in WISDOMTREE US 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 Q4 | REDUCED | 142,776 | -4,783 | -3.2% | 0.92% | $7.4M | $51.56 |
| 2025 Q3 | ADDED | 147,559 | +2,301 | +1.6% | 1.04% | $7.7M | $51.84 |
| 2025 Q2 | ADDED | 145,258 | +1,229 | +0.9% | 1.26% | $7.3M | $49.40 |
| 2025 Q1 | ADDED | 144,029 | +5,772 | +4.2% | 1.46% | $7.1M | $48.48 |
| 2024 Q4 | ADDED | 138,257 | +14,070 | +11.3% | 1.39% | $7.0M | $49.64 |
| 2024 Q3 | ADDED | 124,187 | +13,901 | +12.6% | 1.43% | $6.3M | $49.49 |
| 2024 Q2 | ADDED | 110,286 | +19,941 | +22.1% | 1.60% | $5.2M | $45.01 |
| 2024 Q1 | INITIATED | 90,345 | — | — | 1.66% | $4.4M | — |
As of 2025 Q4 — sorted by position size