Consolidated Planning Corp
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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
Q3 		$798K Sell
14,799
-156
-1% -$8.91K 0.11% 90
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

LPL Financial
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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Linscomb Wealth
Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Marion Wealth Management
Marion Wealth Management Monroeville, Pennsylvania $508M AUM 13.53% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Concord Wealth Partners
Concord Wealth Partners Abingdon, Virginia $860M AUM 17.87% 1-Year Est. Return

Consolidated Planning Corp's DON Position: Q3 2026 in Review

Consolidated Planning Corp reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 1% in Q3 2026, selling an estimated $8.91K and leaving 14,799 shares worth $798K. The position accounts for 0.11% of the portfolio, ranked #90.

Consolidated Planning Corp first reported a position in DON in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.09M in Q2 2023. 275 funds tracked by Wall St. Rank hold DON as of Q3 2026.

  • Consolidated Planning Corp held 14,799 shares of WisdomTree US MidCap Dividend Fund worth $798K as of Q3 2026.
  • Consolidated Planning Corp sold 156 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $8.91K.
  • WisdomTree US MidCap Dividend Fund made up 0.11% of Consolidated Planning Corp's portfolio in Q3 2026, its #90 holding.
  • Consolidated Planning Corp first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2023 and has held it in 14 quarters since.
  • Consolidated Planning Corp's WisdomTree US MidCap Dividend Fund position peaked at $1.09M in Q2 2023.
  • 275 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.