B. Riley Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

B. Riley Wealth 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	–	Sell	-8,017	Closed	-$414K	–	956
2026 Q1	$414K	Sell	8,017 -1,020	-11%	-$55K	0.03%	488
2025 Q4	$466K	Sell	9,037 -1,105	-11%	-$56.9K	0.02%	552
2025 Q3	$530K	Buy	10,142 +899	+10%	+$46.6K	0.02%	503
2025 Q2	$463K	Buy	+9,243	New	+$446K	0.02%	555
2024 Q4	$572K	Sell	11,225 -1,690	-13%	-$88.6K	0.02%	648
2024 Q3	$657K	Sell	12,915 -1,020	-7%	-$49.9K	0.02%	644
2024 Q2	$652K	Sell	13,935 -2,429	-15%	-$115K	0.02%	691
2024 Q1	$670K	Buy	16,364 +820	+5%	+$37.6K	0.02%	658
2023 Q4	$710K	Sell	15,544 -820	-5%	-$34.4K	0.02%	653
2023 Q3	$670K	Buy	16,364 +124	+0.8%	+$5.29K	0.02%	658
2023 Q2	$683K	Sell	16,240 -1,544	-9%	-$62.6K	0.02%	722
2023 Q1	$729K	Buy	17,784 +1,265	+8%	+$53.8K	0.02%	657
2022 Q4	$680K	Buy	16,519 +1,351	+9%	+$55.9K	0.02%	671
2022 Q3	$572K	Buy	15,168 +1,096	+8%	+$45.1K	0.02%	694
2022 Q2	$549K	Sell	14,072 -619	-4%	-$26.1K	0.02%	624
2022 Q1	$653K	Sell	14,691 -10,594	-42%	-$463K	0.02%	620
2021 Q4	$1.12M	Sell	25,285 -228	-0.9%	-$9.95K	0.03%	492
2021 Q3	$1.06M	Buy	25,513 +3,191	+14%	+$134K	0.03%	500
2021 Q2	$937K	Sell	22,322 -235	-1%	-$9.95K	0.03%	533
2021 Q1	$912K	Buy	22,557 +1,841	+9%	+$70K	0.03%	507
2020 Q4	$722K	Sell	20,716 -12,282	-37%	-$399K	0.04%	422
2020 Q3	$948K	Buy	32,998 +8,223	+33%	+$242K	0.05%	321
2020 Q2	$703K	Buy	24,775 +6,481	+35%	+$175K	0.05%	352
2020 Q1	$442K	Sell	18,294 -680	-4%	-$22.9K	0.04%	425
2019 Q4	$722K	Buy	18,974 +945	+5%	+$34.9K	0.06%	314
2019 Q3	$655K	Sell	18,029 -100	-0.6%	-$3.57K	0.06%	320
2019 Q2	$657K	Sell	18,129 -1,297	-7%	-$46.6K	0.07%	286
2019 Q1	$696K	Sell	19,426 -1,784	-8%	-$62.3K	0.09%	250
2018 Q4	$671K	Buy	21,210 +1,831	+9%	+$62.8K	0.1%	226
2018 Q3	$715K	Sell	19,379 -468	-2%	-$17.2K	0.09%	249
2018 Q2	$711K	Buy	19,847 +1,755	+10%	+$61.6K	0.09%	235
2018 Q1	$618K	Sell	18,092 -7,276	-29%	-$254K	0.09%	256
2017 Q4	$895K	Sell	25,368 -23,337	-48%	-$799K	0.12%	188
2017 Q3	$1.61M	Buy	48,705 +25,506	+110%	+$832K	0.27%	100
2017 Q2	$756K	Sell	23,199 -483	-2%	-$15.7K	0.14%	187
2017 Q1	$771K	Buy	23,682 +1,248	+6%	+$40.3K	0.15%	164
2016 Q4	$707K	Sell	22,434 -10,074	-31%	-$307K	0.14%	171
2016 Q3	$674K	Sell	32,508 -3,030	-9%	-$92K	0.13%	189
2016 Q2	$742K	Buy	35,538 +3,126	+10%	+$90.7K	0.15%	172
2016 Q1	$634K	Sell	32,412 -234	-0.7%	-$6.17K	0.15%	173
2015 Q4	$876K	Buy	32,646 +14,433	+79%	+$393K	0.18%	152
2015 Q3	$472K	Buy	+18,213	New	+$493K	0.11%	245
2015 Q2	–	Sell	-12,048	Closed	-$345K	–	553
2015 Q1	$345K	Buy	12,048 +5,463	+83%	+$155K	0.08%	314
2014 Q4	$184K	Buy	+6,585	New	+$178K	﹤0.01%	1418
2014 Q3	–	Sell	-6,690	Closed	-$182K	–	938
2014 Q2	$182K	Hold	6,690	–	–	0.04%	485
2014 Q1	$172K	Buy	6,690 +1,650	+33%	+$41.1K	0.05%	433
2013 Q4	$125K	Buy	+5,040	New	+$122K	0.04%	488

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

B. Riley Wealth Advisors's DON Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2026, closing a stake of 8,017 shares — an estimated $414K sold.

B. Riley Wealth Advisors first reported a position in DON in Q4 2013 and held it in 47 quarters. The position peaked at $1.61M in Q3 2017. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

B. Riley Wealth Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 8,017 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $414K.
B. Riley Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2013 and held it in 47 quarters.
B. Riley Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $1.61M in Q3 2017.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.