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Arkos Global Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Arkos Global 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 		$823K Sell
14,567
-125
-0.9% -$6.89K 0.1% 55
2026
Q1 		$772K Sell
14,692
-31
-0.2% -$1.67K 0.1% 56
2025
Q4 		$760K Sell
14,723
-80
-0.5% -$4.12K 0.1% 54
2025
Q3 		$774K Hold
14,803
– – 0.1% 57
2025
Q2 		$742K Sell
14,803
-73
-0.5% -$3.52K 0.1% 51
2025
Q1 		$737K Sell
14,876
-665
-4% -$33.9K 0.11% 51
2024
Q4 		$792K Sell
15,541
-817
-5% -$42.9K 0.12% 50
2024
Q3 		$836K Sell
16,358
-60
-0.4% -$2.93K 0.12% 51
2024
Q2 		$768K Sell
16,418
-1,185
-7% -$56K 0.12% 52
2024
Q1 		$858K Sell
17,603
-66
-0.4% -$3.03K 0.14% 46
2023
Q4 		$807K Sell
17,669
-1,807
-9% -$75.8K 0.15% 40
2023
Q3 		$798K Buy
19,476
+3,951
+25% +$168K 0.16% 38
2023
Q2 		$653K Sell
15,525
-76,885
-83% -$3.12M 0.13% 41
2023
Q1 		$3.79M Buy
92,410
+44,310
+92% +$1.88M 0.77% 22
2022
Q4 		$1.98M Buy
48,100
+3,974
+9% +$164K 0.5% 26
2022
Q3 		$1.66M Buy
44,126
+2,849
+7% +$117K 0.5% 23
2022
Q2 		$1.61M Sell
41,277
-2,087
-5% -$88K 0.46% 22
2022
Q1 		$1.93M Buy
+43,364
New +$1.9M 0.5% 22

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

Arkos Global Advisors's DON Position: Q2 2026 in Review

Arkos Global Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.85% in Q2 2026, selling an estimated $6.89K and leaving 14,567 shares worth $823K. The position accounts for 0.1% of the portfolio, ranked #55.

Arkos Global Advisors first reported a position in DON in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.79M in Q1 2023. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Arkos Global Advisors held 14,567 shares of WisdomTree US MidCap Dividend Fund worth $823K as of Q2 2026.
  • Arkos Global Advisors sold 125 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $6.89K.
  • WisdomTree US MidCap Dividend Fund made up 0.1% of Arkos Global Advisors's portfolio in Q2 2026, its #55 holding.
  • Arkos Global Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2022 and has held it in 18 quarters since.
  • Arkos Global Advisors's WisdomTree US MidCap Dividend Fund position peaked at $3.79M in Q1 2023.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Arkos Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.