Berger Financial Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Berger Financial Group’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	$261K	Hold	4,626	–	–	0.01%	404
2026 Q1	$243K	Buy	4,626 +1	+0%	+$54	0.01%	409
2025 Q4	$239K	Buy	4,625 +1	+0%	+$52	0.01%	418
2025 Q3	$242K	Buy	4,624 +103	+2%	+$5.33K	0.01%	392
2025 Q2	$227K	Buy	4,521 +1	+0%	+$48	0.01%	383
2025 Q1	$224K	Buy	4,520 +1	+0%	+$51	0.02%	385
2024 Q4	$230K	Sell	4,519 -586	-11%	-$30.7K	0.02%	374
2024 Q3	$261K	Buy	5,105 +1	+0%	+$49	0.02%	336
2024 Q2	$239K	Buy	5,104 +1	+0%	+$47	0.02%	329
2024 Q1	$249K	Buy	+5,103	New	+$234K	0.02%	318
2022 Q3	–	Sell	-6,134	Closed	-$239K	–	239
2022 Q2	$239K	Hold	6,134	–	–	0.03%	209
2022 Q1	$272K	Hold	6,134	–	–	0.03%	224
2021 Q4	$272K	Buy	6,134 +24	+0.4%	+$1.05K	0.04%	219
2021 Q3	$253K	Buy	6,110 +200	+3%	+$8.4K	0.05%	179
2021 Q2	$248K	Hold	5,910	–	–	0.04%	179
2021 Q1	$239K	Sell	5,910 -32,887	-85%	-$1.25M	0.05%	169
2020 Q4	$1.35M	Buy	+38,797	New	+$1.26M	0.24%	87

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

Berger Financial Group's DON Position: Q2 2026 in Review

Berger Financial Group held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 4,626 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #404.

Berger Financial Group first reported a position in DON in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.35M in Q4 2020. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Berger Financial Group held 4,626 shares of WisdomTree US MidCap Dividend Fund worth $261K as of Q2 2026.
Berger Financial Group left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #404 holding.
Berger Financial Group first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and has held it in 17 quarters since.
Berger Financial Group's WisdomTree US MidCap Dividend Fund position peaked at $1.35M in Q4 2020.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.