Causey Wealth LLC’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Causey Wealth LLC’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	$1.01M	Sell	17,885 -73	-0.4%	-$4.02K	0.4%	39
2026 Q1	$944K	Sell	17,958 -5,620	-24%	-$303K	0.4%	38
2025 Q4	$1.22M	Sell	23,578 -386	-2%	-$19.9K	0.55%	34
2025 Q3	$1.25M	Sell	23,964 -1,201	-5%	-$62.2K	0.61%	33
2025 Q2	$1.26M	Sell	25,165 -1,623	-6%	-$78.4K	0.65%	35
2025 Q1	$1.33M	Sell	26,788 -3,594	-12%	-$183K	0.74%	31
2024 Q4	$1.55M	Buy	+30,382	New	+$1.59M	0.9%	28

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

Causey Wealth LLC's DON Position: Q2 2026 in Review

Causey Wealth LLC reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.41% in Q2 2026, selling an estimated $4.02K and leaving 17,885 shares worth $1.01M. The position accounts for 0.4% of the portfolio, ranked #39.

Causey Wealth LLC first reported a position in DON in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q4 2024. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Causey Wealth LLC held 17,885 shares of WisdomTree US MidCap Dividend Fund worth $1.01M as of Q2 2026.
Causey Wealth LLC sold 73 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $4.02K.
WisdomTree US MidCap Dividend Fund made up 0.4% of Causey Wealth LLC's portfolio in Q2 2026, its #39 holding.
Causey Wealth LLC first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Causey Wealth LLC's WisdomTree US MidCap Dividend Fund position peaked at $1.55M in Q4 2024.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.