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Coquina Private Wealth LLC’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Coquina Private Wealth LLC’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 		$314K Buy
5,564
+4
+0.1% +$220 0.21% 69
2026
Q1 		$292K Buy
5,560
+2
+0% +$108 0.24% 65
2025
Q4 		$287K Buy
+5,558
New +$286K 0.23% 69

Other funds holding DON

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

Coquina Private Wealth LLC's DON Position: Q2 2026 in Review

Coquina Private Wealth LLC increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.07% in Q2 2026, buying an estimated $220 and bringing the position to 5,564 shares worth $314K. The position accounts for 0.21% of the portfolio, ranked #69.

Coquina Private Wealth LLC first reported a position in DON in Q4 2025 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Coquina Private Wealth LLC held 5,564 shares of WisdomTree US MidCap Dividend Fund worth $314K as of Q2 2026.
  • Coquina Private Wealth LLC bought 4 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $220.
  • WisdomTree US MidCap Dividend Fund made up 0.21% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #69 holding.
  • Coquina Private Wealth LLC first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 302 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.