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

Brady Martz Wealth Solutions’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	$3.15M	Buy	55,699 +290	+0.5%	+$16K	0.48%	42
2026 Q1	$2.91M	Buy	55,409 +36	+0.1%	+$1.94K	0.5%	43
2025 Q4	$2.86M	Buy	55,373 +284	+0.5%	+$14.6K	0.5%	44
2025 Q3	$2.88M	Buy	55,089 +204	+0.4%	+$10.6K	0.52%	45
2025 Q2	$2.75M	Sell	54,885 -1,166	-2%	-$56.3K	0.53%	45
2025 Q1	$2.78M	Buy	56,051 +209	+0.4%	+$10.7K	0.63%	40
2024 Q4	$2.86M	Buy	+55,842	New	+$2.93M	0.69%	38

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

Brady Martz Wealth Solutions's DON Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.52% in Q2 2026, buying an estimated $16K and bringing the position to 55,699 shares worth $3.15M. The position accounts for 0.48% of the portfolio, ranked #42.

Brady Martz Wealth Solutions first reported a position in DON in Q4 2024 and has held it in 7 quarters since. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Brady Martz Wealth Solutions held 55,699 shares of WisdomTree US MidCap Dividend Fund worth $3.15M as of Q2 2026.
Brady Martz Wealth Solutions bought 290 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $16K.
WisdomTree US MidCap Dividend Fund made up 0.48% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #42 holding.
Brady Martz Wealth Solutions first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.