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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berger Financial Group's DON Position: Q1 2026 in Review

Berger Financial Group increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.02% in Q1 2026, buying an estimated $54 and bringing the position to 4,626 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #409.

Berger Financial Group first reported a position in DON in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.35M in Q4 2020. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Berger Financial Group held 4,626 shares of WisdomTree US MidCap Dividend Fund worth $243K as of Q1 2026.
  • Berger Financial Group bought 1 WisdomTree US MidCap Dividend Fund share in Q1 2026, an estimated $54.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #409 holding.
  • Berger Financial Group first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and has held it in 16 quarters since.
  • Berger Financial Group's WisdomTree US MidCap Dividend Fund position peaked at $1.35M in Q4 2020.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.