Compass Financial Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Compass Financial Management’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	$18.9K	Buy	+335	New	+$18.5K	﹤0.01%	907

Other funds holding DON

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Compass Financial Management's DON Position: Q2 2026 in Review

Compass Financial Management opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2026: 335 shares worth $18.9K. The stake represents ﹤0.01% of the portfolio and ranks #907 among its holdings.

463 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Compass Financial Management held 335 shares of WisdomTree US MidCap Dividend Fund worth $18.9K as of Q2 2026.
WisdomTree US MidCap Dividend Fund was a new Compass Financial Management position in Q2 2026.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #907 holding.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.