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Cornerstone Planning Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Cornerstone Planning Group’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 		$4.08K Hold
71
– – ﹤0.01% 1139
2026
Q1 		$3.92K Hold
71
– – ﹤0.01% 1149
2025
Q4 		$3.79K Sell
71
-2,549
-97% -$131K ﹤0.01% 1047
2025
Q3 		$219K Buy
2,620
+2,549
+3,590% +$132K 0.04% 129
2025
Q2 		$3.6K Hold
71
– – ﹤0.01% 801
2025
Q1 		$3.31K Buy
+71
New +$3.62K ﹤0.01% 843

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

Cornerstone Planning Group's DON Position: Q2 2026 in Review

Cornerstone Planning Group held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 71 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Cornerstone Planning Group first reported a position in DON in Q1 2025 and has held it in 6 quarters since. The position peaked at $219K in Q3 2025. 331 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Cornerstone Planning Group held 71 shares of WisdomTree US MidCap Dividend Fund worth $4.08K as of Q2 2026.
  • Cornerstone Planning Group left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1139 holding.
  • Cornerstone Planning Group first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's WisdomTree US MidCap Dividend Fund position peaked at $219K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.