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Abound Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Abound Wealth Management’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
2026
Q2 		$2.94K Hold
52
– – ﹤0.01% 692
2026
Q1 		$2.73K Hold
52
– – ﹤0.01% 855
2025
Q4 		$2.68K Sell
52
-29
-36% -$1.49K ﹤0.01% 799
2025
Q3 		$4.24K Buy
+81
New +$4.2K ﹤0.01% 681

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Abound Wealth Management's DON Position: Q2 2026 in Review

Abound Wealth Management held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 52 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Abound Wealth Management first reported a position in DON in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.24K in Q3 2025. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Abound Wealth Management held 52 shares of WisdomTree US MidCap Dividend Fund worth $2.94K as of Q2 2026.
  • Abound Wealth Management left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #692 holding.
  • Abound Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • Abound Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $4.24K in Q3 2025.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.