Center for Financial Planning’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Center for Financial Planning’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	$31.2K	Hold	552	–	–	﹤0.01%	380
2026 Q1	$29K	Hold	552	–	–	﹤0.01%	373
2025 Q4	$28.5K	Hold	552	–	–	﹤0.01%	367
2025 Q3	$28.9K	Hold	552	–	–	﹤0.01%	373
2025 Q2	$27.7K	Hold	552	–	–	﹤0.01%	358
2025 Q1	$27.3K	Buy	+552	New	+$28.1K	﹤0.01%	357

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

Center for Financial Planning's DON Position: Q2 2026 in Review

Center for Financial Planning held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 552 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Center for Financial Planning first reported a position in DON in Q1 2025 and has held it in 6 quarters since. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Center for Financial Planning held 552 shares of WisdomTree US MidCap Dividend Fund worth $31.2K as of Q2 2026.
Center for Financial Planning left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #380 holding.
Center for Financial Planning first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2025 and has held it in 6 quarters since.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.