Arax Advisory Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Arax Advisory Partners’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	$296K	Buy	5,243 +4,125	+369%	+$227K	﹤0.01%	1979
2026 Q1	$58.7K	Buy	1,118 +1	+0.1%	+$54	﹤0.01%	1618
2025 Q4	$57.6K	Buy	+1,117	New	+$57.6K	﹤0.01%	1536
2025 Q3	–	Sell	-188	Closed	-$9.44K	–	3762
2025 Q2	$9.44K	Buy	188 +1	+0.5%	+$48	﹤0.01%	1990
2025 Q1	$9.27K	Buy	187 +1	+0.5%	+$51	﹤0.01%	1588
2024 Q4	$9.49K	Buy	186 +1	+0.5%	+$52	﹤0.01%	1506
2024 Q3	$9.46K	Buy	185 +1	+0.5%	+$49	﹤0.01%	1447
2024 Q2	$8.6K	Buy	184 +1	+0.5%	+$47	﹤0.01%	1344
2024 Q1	$8.91K	Buy	183 +1	+0.5%	+$46	﹤0.01%	796
2023 Q4	$8.3K	Buy	182 +2	+1%	+$84	﹤0.01%	790
2023 Q3	$7.39K	Buy	180 +167	+1,285%	+$7.12K	﹤0.01%	790
2023 Q2	$548	Sell	13 -32,034	-100%	-$1.3M	﹤0.01%	1199
2023 Q1	$1.31M	Sell	32,047 -4,206	-12%	-$179K	0.17%	64
2022 Q4	$1.49M	Sell	36,253 -3,133	-8%	-$130K	0.21%	58
2022 Q3	$1.48M	Sell	39,386 -90	-0.2%	-$3.71K	0.23%	48
2022 Q2	$1.54M	Buy	+39,476	New	+$1.66M	0.23%	54
2021 Q3	–	Sell	-81,055	Closed	-$3.4M	–	1010
2021 Q2	$3.4M	Buy	+81,055	New	+$3.43M	0.46%	38

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

Arax Advisory Partners's DON Position: Q2 2026 in Review

Arax Advisory Partners increased its WisdomTree US MidCap Dividend Fund (DON) stake by 369% in Q2 2026, buying an estimated $227K and bringing the position to 5,243 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

Arax Advisory Partners first reported a position in DON in Q2 2021 and has held it in 17 quarters since. The position peaked at $3.4M in Q2 2021. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Arax Advisory Partners held 5,243 shares of WisdomTree US MidCap Dividend Fund worth $296K as of Q2 2026.
Arax Advisory Partners bought 4,125 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $227K.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1979 holding.
Arax Advisory Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2021 and has held it in 17 quarters since.
Arax Advisory Partners's WisdomTree US MidCap Dividend Fund position peaked at $3.4M in Q2 2021.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.