Coppell Advisory Solutions’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Coppell Advisory Solutions’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	$1.55M	Buy	+446	New	+$24.6K	0.13%	142
2025 Q1	–	Sell	-331	Closed	-$16.8K	–	723
2024 Q4	$16.8K	Hold	331	–	–	﹤0.01%	935
2024 Q3	$16.9K	Buy	331 +290	+707%	+$14.2K	﹤0.01%	925
2024 Q2	$1.92K	Buy	+41	New	+$1.94K	﹤0.01%	1391
2023 Q4	$1.87K	Sell	41 -47	-53%	-$1.97K	﹤0.01%	1306
2023 Q3	$3.62K	Buy	88 +47	+115%	+$2K	﹤0.01%	769
2023 Q2	$1.72K	Buy	+41	New	+$1.66K	﹤0.01%	1040
2023 Q1	–	Sell	-88	Closed	-$3.62K	–	430
2022 Q4	$3.62K	Buy	+88	New	+$3.64K	﹤0.01%	773

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

Coppell Advisory Solutions's DON Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2026: 446 shares worth $1.55M. The stake represents 0.13% of the portfolio and ranks #142 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in DON as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in DON in Q4 2022 and has held it in 8 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Coppell Advisory Solutions held 446 shares of WisdomTree US MidCap Dividend Fund worth $1.55M as of Q2 2026.
WisdomTree US MidCap Dividend Fund was a new Coppell Advisory Solutions position in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.13% of Coppell Advisory Solutions's portfolio in Q2 2026, its #142 holding.
Coppell Advisory Solutions first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and has held it in 8 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.