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Consolidated Planning Corp’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Consolidated Planning Corp’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 		$845K Sell
14,955
-1,096
-7% -$60.4K 0.11% 88
2026
Q1 		$843K Sell
16,051
-577
-3% -$31.1K 0.14% 84
2025
Q4 		$858K Buy
16,628
+803
+5% +$41.4K 0.09% 133
2025
Q3 		$828K Sell
15,825
-207
-1% -$10.7K 0.09% 132
2025
Q2 		$804K Buy
16,032
+62
+0.4% +$2.99K 0.1% 127
2025
Q1 		$791K Buy
15,970
+460
+3% +$23.4K 0.11% 122
2024
Q4 		$791K Sell
15,510
-750
-5% -$39.3K 0.11% 111
2024
Q3 		$831K Sell
16,260
-946
-5% -$46.2K 0.12% 99
2024
Q2 		$805K Sell
17,206
-954
-5% -$45.1K 0.13% 95
2024
Q1 		$886K Sell
18,160
-2,362
-12% -$108K 0.15% 93
2023
Q4 		$938K Sell
20,522
-1,743
-8% -$73.1K 0.17% 89
2023
Q3 		$912K Sell
22,265
-3,577
-14% -$152K 0.2% 84
2023
Q2 		$1.09M Buy
+25,842
New +$1.05M 0.23% 88

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Consolidated Planning Corp's DON Position: Q2 2026 in Review

Consolidated Planning Corp reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 6.8% in Q2 2026, selling an estimated $60.4K and leaving 14,955 shares worth $845K. The position accounts for 0.11% of the portfolio, ranked #88.

Consolidated Planning Corp first reported a position in DON in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.09M in Q2 2023. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Consolidated Planning Corp held 14,955 shares of WisdomTree US MidCap Dividend Fund worth $845K as of Q2 2026.
  • Consolidated Planning Corp sold 1,096 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $60.4K.
  • WisdomTree US MidCap Dividend Fund made up 0.11% of Consolidated Planning Corp's portfolio in Q2 2026, its #88 holding.
  • Consolidated Planning Corp first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2023 and has held it in 13 quarters since.
  • Consolidated Planning Corp's WisdomTree US MidCap Dividend Fund position peaked at $1.09M in Q2 2023.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.