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Brady Family Wealth’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Brady Family Wealth’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 		$906K Hold
16,034
– – 0.26% 66
2026
Q1 		$842K Hold
16,034
– – 0.26% 67
2025
Q4 		$827K Hold
16,034
– – 0.26% 66
2025
Q3 		$839K Hold
16,034
– – 0.26% 65
2025
Q2 		$804K Hold
16,034
– – 0.25% 69
2025
Q1 		$794K Hold
16,034
– – 0.25% 68
2024
Q4 		$817K Hold
16,034
– – 0.25% 67
2024
Q3 		$820K Sell
16,034
-395
-2% -$19.3K 0.25% 69
2024
Q2 		$768K Buy
16,429
+86
+0.5% +$4.07K 0.25% 68
2024
Q1 		$797K Buy
16,343
+126
+0.8% +$5.78K 0.26% 68
2023
Q4 		$741K Buy
16,217
+48
+0.3% +$2.01K 0.25% 69
2023
Q3 		$662K Buy
16,169
+90
+0.6% +$3.84K 0.26% 70
2023
Q2 		$676K Buy
16,079
+93
+0.6% +$3.77K 0.25% 72
2023
Q1 		$655K Buy
15,986
+71
+0.4% +$3.02K 0.26% 75
2022
Q4 		$655K Buy
+15,915
New +$658K 0.27% 72

Other funds holding DON

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Brady Family Wealth's DON Position: Q2 2026 in Review

Brady Family Wealth held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 16,034 shares worth $906K. The position accounts for 0.26% of the portfolio, ranked #66.

Brady Family Wealth first reported a position in DON in Q4 2022 and has held it in 15 quarters since. 104 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Brady Family Wealth held 16,034 shares of WisdomTree US MidCap Dividend Fund worth $906K as of Q2 2026.
  • Brady Family Wealth left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.26% of Brady Family Wealth's portfolio in Q2 2026, its #66 holding.
  • Brady Family Wealth first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and has held it in 15 quarters since.
  • 104 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.