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

Beaird Harris 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 		– Sell
-206
Closed -$10.8K – 720
2026
Q1 		$10.8K Hold
206
– – ﹤0.01% 358
2025
Q4 		$10.6K Hold
206
– – ﹤0.01% 390
2025
Q3 		$10.8K Hold
206
– – ﹤0.01% 379
2025
Q2 		$10.3K Buy
+206
New +$9.95K ﹤0.01% 378

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

Beaird Harris Wealth Management's DON Position: Q2 2026 in Review

Beaird Harris Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2026, closing a stake of 206 shares — an estimated $10.8K sold.

Beaird Harris Wealth Management first reported a position in DON in Q2 2025 and held it in 4 quarters. The position peaked at $10.8K in Q1 2026. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Beaird Harris Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 206 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $10.8K.
  • Beaird Harris Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2025 and held it in 4 quarters.
  • Beaird Harris Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $10.8K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.