Cahill Financial Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Cahill Financial Advisors’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	$5.03M	Buy	89,047 +2,111	+2%	+$116K	0.48%	36
2026 Q1	$4.57M	Buy	86,936 +1,184	+1%	+$63.9K	0.49%	36
2025 Q4	$4.42M	Buy	85,752 +8,610	+11%	+$444K	0.48%	39
2025 Q3	$4.03M	Buy	77,142 +887	+1%	+$45.9K	0.46%	41
2025 Q2	$3.82M	Buy	76,255 +3,748	+5%	+$181K	0.47%	40
2025 Q1	$3.59M	Buy	72,507 +928	+1%	+$47.3K	0.49%	37
2024 Q4	$3.65M	Buy	71,579 +2,174	+3%	+$114K	0.49%	36
2024 Q3	$3.55M	Buy	69,405 +1,853	+3%	+$90.6K	0.49%	36
2024 Q2	$3.16M	Buy	67,552 +6,165	+10%	+$291K	0.43%	45
2024 Q1	$2.99M	Buy	61,387 +2,024	+3%	+$92.8K	0.41%	51
2023 Q4	$2.71M	Buy	59,363 +502	+0.9%	+$21.1K	0.4%	52
2023 Q3	$2.41M	Buy	58,861 +3,925	+7%	+$167K	0.4%	54
2023 Q2	$2.31M	Buy	54,936 +3,864	+8%	+$157K	0.37%	56
2023 Q1	$2.09M	Buy	51,072 +4,827	+10%	+$205K	0.37%	59
2022 Q4	$1.9M	Sell	46,245 -17,367	-27%	-$718K	0.37%	63
2022 Q3	$2.4M	Buy	63,612 +5,649	+10%	+$233K	0.51%	51
2022 Q2	$2.26M	Buy	57,963 +2,848	+5%	+$120K	0.48%	54
2022 Q1	$2.45M	Buy	55,115 +2,941	+6%	+$129K	0.46%	55
2021 Q4	$2.31M	Buy	52,174 +210	+0.4%	+$9.16K	0.45%	53
2021 Q3	$2.15M	Buy	51,964 +25,443	+96%	+$1.07M	0.44%	56
2021 Q2	$1.11M	Buy	26,521 +412	+2%	+$17.4K	0.25%	90
2021 Q1	$1.05M	Buy	26,109 +2,510	+11%	+$95.5K	0.26%	90
2020 Q4	$821K	Buy	23,599 +402	+2%	+$13.1K	0.21%	96
2020 Q3	$671K	Buy	23,197 +974	+4%	+$28.7K	0.24%	92
2020 Q2	$630K	Buy	22,223 +1,454	+7%	+$39.3K	0.24%	90
2020 Q1	$502K	Buy	20,769 +4,001	+24%	+$135K	0.23%	93
2019 Q4	$638K	Buy	16,768 +10,263	+158%	+$380K	0.23%	95
2019 Q3	$237K	Buy	+6,505	New	+$233K	0.09%	144

Other funds holding DON

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

Cahill Financial Advisors's DON Position: Q2 2026 in Review

Cahill Financial Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 2.4% in Q2 2026, buying an estimated $116K and bringing the position to 89,047 shares worth $5.03M. The position accounts for 0.48% of the portfolio, ranked #36.

Cahill Financial Advisors first reported a position in DON in Q3 2019 and has held it in 28 quarters since. 354 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Cahill Financial Advisors held 89,047 shares of WisdomTree US MidCap Dividend Fund worth $5.03M as of Q2 2026.
Cahill Financial Advisors bought 2,111 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $116K.
WisdomTree US MidCap Dividend Fund made up 0.48% of Cahill Financial Advisors's portfolio in Q2 2026, its #36 holding.
Cahill Financial Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2019 and has held it in 28 quarters since.
354 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.