Chatham Capital Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Chatham Capital Group’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	$396K	Hold	7,000	–	–	0.05%	173
2026 Q1	$368K	Hold	7,000	–	–	0.05%	178
2025 Q4	$361K	Hold	7,000	–	–	0.05%	173
2025 Q3	$366K	Hold	7,000	–	–	0.05%	172
2025 Q2	$351K	Buy	+7,000	New	+$338K	0.05%	174

Other funds holding DON

SFGP

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

MWM

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

TBFA

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Chatham Capital Group's DON Position: Q2 2026 in Review

Chatham Capital Group held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 7,000 shares worth $396K. The position accounts for 0.05% of the portfolio, ranked #173.

Chatham Capital Group first reported a position in DON in Q2 2025 and has held it in 5 quarters since. 73 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Chatham Capital Group held 7,000 shares of WisdomTree US MidCap Dividend Fund worth $396K as of Q2 2026.
Chatham Capital Group left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.05% of Chatham Capital Group's portfolio in Q2 2026, its #173 holding.
Chatham Capital Group first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
73 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.