Cascade Financial Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Cascade Financial Partners’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	$4.83M	Sell	85,460 -500	-0.6%	-$27.5K	0.42%	55
2026 Q1	$4.52M	Sell	85,960 -756	-0.9%	-$40.8K	0.47%	55
2025 Q4	$4.47M	Sell	86,716 -285	-0.3%	-$14.7K	0.45%	52
2025 Q3	$4.55M	Sell	87,001 -1,709	-2%	-$88.5K	0.52%	38
2025 Q2	$4.45M	Sell	88,710 -3,928	-4%	-$190K	0.53%	36
2025 Q1	$4.59M	Sell	92,638 -850	-0.9%	-$43.3K	0.58%	33
2024 Q4	$4.77M	Buy	93,488 +900	+1%	+$47.2K	0.62%	31
2024 Q3	$4.75M	Buy	92,588 +455	+0.5%	+$22.2K	0.6%	30
2024 Q2	$4.31M	Sell	92,133 -100	-0.1%	-$4.73K	0.57%	32
2024 Q1	$4.28M	Buy	+92,233	New	+$4.23M	0.62%	32

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

Cascade Financial Partners's DON Position: Q2 2026 in Review

Cascade Financial Partners reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.58% in Q2 2026, selling an estimated $27.5K and leaving 85,460 shares worth $4.83M. The position accounts for 0.42% of the portfolio, ranked #55.

Cascade Financial Partners first reported a position in DON in Q1 2024 and has held it in 10 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Cascade Financial Partners held 85,460 shares of WisdomTree US MidCap Dividend Fund worth $4.83M as of Q2 2026.
Cascade Financial Partners sold 500 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $27.5K.
WisdomTree US MidCap Dividend Fund made up 0.42% of Cascade Financial Partners's portfolio in Q2 2026, its #55 holding.
Cascade Financial Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

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