Crux Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Crux Wealth Advisors’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	$234K	Sell	4,145 -434	-9%	-$23.9K	0.08%	177
2026 Q1	$241K	Buy	4,579 +23	+0.5%	+$1.24K	0.09%	162
2025 Q4	$235K	Buy	4,556 +33	+0.7%	+$1.7K	0.09%	158
2025 Q3	$237K	Buy	4,523 +25	+0.6%	+$1.29K	0.09%	157
2025 Q2	$225K	Buy	4,498 +31	+0.7%	+$1.5K	0.1%	156
2025 Q1	$221K	Buy	4,467 +23	+0.5%	+$1.17K	0.12%	162
2024 Q4	$227K	Buy	+4,444	New	+$233K	0.13%	139

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

Crux Wealth Advisors's DON Position: Q2 2026 in Review

Crux Wealth Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 9.5% in Q2 2026, selling an estimated $23.9K and leaving 4,145 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #177.

Crux Wealth Advisors first reported a position in DON in Q4 2024 and has held it in 7 quarters since. The position peaked at $241K in Q1 2026. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Crux Wealth Advisors held 4,145 shares of WisdomTree US MidCap Dividend Fund worth $234K as of Q2 2026.
Crux Wealth Advisors sold 434 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $23.9K.
WisdomTree US MidCap Dividend Fund made up 0.08% of Crux Wealth Advisors's portfolio in Q2 2026, its #177 holding.
Crux Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $241K in Q1 2026.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.