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

BCGM 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 		$286K Sell
5,068
-2,267
-31% -$125K 0.06% 157
2026
Q1 		$385K Sell
7,335
-679
-8% -$36.6K 0.1% 125
2025
Q4 		$414K Sell
8,014
-343
-4% -$17.7K 0.11% 116
2025
Q3 		$437K Buy
8,357
+32
+0.4% +$1.66K 0.11% 116
2025
Q2 		$417K Buy
8,325
+38
+0.5% +$1.83K 0.12% 114
2025
Q1 		$410K Buy
8,287
+29
+0.4% +$1.48K 0.13% 110
2024
Q4 		$421K Buy
8,258
+35
+0.4% +$1.84K 0.13% 104
2024
Q3 		$420K Buy
8,223
+32
+0.4% +$1.56K 0.14% 104
2024
Q2 		$383K Sell
8,191
-184
-2% -$8.7K 0.13% 109
2024
Q1 		$408K Buy
8,375
+33
+0.4% +$1.51K 0.15% 99
2023
Q4 		$381K Sell
8,342
-397
-5% -$16.7K 0.16% 93
2023
Q3 		$358K Buy
8,739
+392
+5% +$16.7K 0.16% 87
2023
Q2 		$351K Buy
+8,347
New +$339K 0.15% 84
2023
Q1 		– Sell
-8,255
Closed -$340K – 99
2022
Q4 		$340K Buy
8,255
+51
+0.6% +$2.11K 0.17% 81
2022
Q3 		$336K Buy
8,204
+28
+0.3% +$1.15K 0.17% 82
2022
Q2 		$346K Buy
8,176
+26
+0.3% +$1.1K 0.18% 77
2022
Q1 		$343K Buy
8,150
+16
+0.2% +$700 0.19% 80
2021
Q4 		$361K Buy
8,134
+18
+0.2% +$785 0.19% 80
2021
Q3 		$351K Buy
8,116
+252
+3% +$10.6K 0.2% 78
2021
Q2 		$329K Buy
7,864
+81
+1% +$3.43K 0.2% 77
2021
Q1 		$321K Sell
7,783
-243
-3% -$9.24K 0.22% 73
2020
Q4 		$304K Buy
+8,026
New +$261K 0.22% 71

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

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

BCGM Wealth Management reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 31% in Q2 2026, selling an estimated $125K and leaving 5,068 shares worth $286K. The position accounts for 0.06% of the portfolio, ranked #157.

BCGM Wealth Management first reported a position in DON in Q4 2020 and has held it in 22 quarters since. The position peaked at $437K in Q3 2025. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • BCGM Wealth Management held 5,068 shares of WisdomTree US MidCap Dividend Fund worth $286K as of Q2 2026.
  • BCGM Wealth Management sold 2,267 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $125K.
  • WisdomTree US MidCap Dividend Fund made up 0.06% of BCGM Wealth Management's portfolio in Q2 2026, its #157 holding.
  • BCGM Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and has held it in 22 quarters since.
  • BCGM Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $437K in Q3 2025.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.