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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cascade Financial Partners's DON Position: Q1 2026 in Review

Cascade Financial Partners reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.87% in Q1 2026, selling an estimated $40.8K and leaving 85,960 shares worth $4.52M. The position accounts for 0.47% of the portfolio, ranked #55.

Cascade Financial Partners first reported a position in DON in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.77M in Q4 2024. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Cascade Financial Partners held 85,960 shares of WisdomTree US MidCap Dividend Fund worth $4.52M as of Q1 2026.
Cascade Financial Partners sold 756 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $40.8K.
WisdomTree US MidCap Dividend Fund made up 0.47% of Cascade Financial Partners's portfolio in Q1 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 9 quarters since.
Cascade Financial Partners's WisdomTree US MidCap Dividend Fund position peaked at $4.77M in Q4 2024.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.