Aptus Capital Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Aptus Capital Advisors’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	$1.52M	Hold	26,806	–	–	0.01%	550
2026 Q1	$1.41M	Hold	26,806	–	–	0.01%	526
2025 Q4	$1.38M	Buy	+26,806	New	+$1.38M	0.01%	515
2024 Q3	–	Sell	-232	Closed	-$10.9K	–	1243
2024 Q2	$10.9K	Hold	232	–	–	﹤0.01%	1019
2024 Q1	$11.3K	Buy	+232	New	+$10.6K	﹤0.01%	1020

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aptus Capital Advisors's DON Position: Q2 2026 in Review

Aptus Capital Advisors held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 26,806 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #550.

Aptus Capital Advisors first reported a position in DON in Q1 2024 and has held it in 5 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Aptus Capital Advisors held 26,806 shares of WisdomTree US MidCap Dividend Fund worth $1.52M as of Q2 2026.
Aptus Capital Advisors left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #550 holding.
Aptus Capital Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2024 and has held it in 5 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.