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CX Institutional’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

CX Institutional’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 		$10.1M Buy
179,117
+425
+0.2% +$23.4K 0.29% 77
2026
Q1 		$9.39M Buy
178,692
+1,054
+0.6% +$56.8K 0.29% 77
2025
Q4 		$9.17M Sell
177,638
-5,284
-3% -$272K 0.27% 92
2025
Q3 		$9.57M Buy
182,922
+19,383
+12% +$1M 0.29% 77
2025
Q2 		$8.2M Buy
163,539
+10,069
+7% +$486K 0.29% 71
2025
Q1 		$7.6M Sell
153,470
-1,022
-0.7% -$52.1K 0.29% 82
2024
Q4 		$7.87M Buy
154,492
+6,941
+5% +$364K 0.31% 72
2024
Q3 		$7.54M Buy
147,551
+2,350
+2% +$115K 0.34% 79
2024
Q2 		$6.79M Sell
145,201
-4,143
-3% -$196K 0.32% 78
2024
Q1 		$7.28M Sell
149,344
-13,320
-8% -$611K 0.35% 72
2023
Q4 		$7.43M Sell
162,664
-5,969
-4% -$250K 0.4% 72
2023
Q3 		$6.91M Sell
168,633
-25,498
-13% -$1.09M 0.38% 70
2023
Q2 		$8.16M Sell
194,131
-10,565
-5% -$429K 0.42% 66
2023
Q1 		$8.39M Sell
204,696
-3,065
-1% -$130K 0.45% 62
2022
Q4 		$8.55M Buy
207,761
+8,065
+4% +$334K 0.52% 44
2022
Q3 		$7.52M Buy
199,696
+5,956
+3% +$245K 0.52% 50
2022
Q2 		$7.55M Buy
193,740
+6,302
+3% +$266K 0.57% 38
2022
Q1 		$8.33M Buy
187,438
+7,589
+4% +$332K 0.67% 35
2021
Q4 		$7.98M Buy
179,849
+4,017
+2% +$175K 0.63% 39
2021
Q3 		$7.29M Buy
175,832
+24,434
+16% +$1.03M 0.6% 43
2021
Q2 		$6.35M Sell
151,398
-25,004
-14% -$1.06M 0.52% 50
2021
Q1 		$7.13M Sell
176,402
-63,211
-26% -$2.4M 0.64% 42
2020
Q4 		$8.34M Sell
239,613
-30,754
-11% -$1,000K 0.8% 22
2020
Q3 		$7.82M Buy
270,367
+267,158
+8,325% +$7.87M 0.84% 31
2020
Q2 		$91K Buy
3,209
+617
+24% +$16.7K 0.01% 300
2020
Q1 		$63K Sell
2,592
-213,537
-99% -$7.19M 0.01% 299
2019
Q4 		$8.22M Sell
216,129
-10,357
-5% -$383K 1.43% 18
2019
Q3 		$8.22M Sell
226,486
-10,479
-4% -$375K 1.33% 20
2019
Q2 		$8.58M Buy
236,965
+57,812
+32% +$2.08M 1.36% 21
2019
Q1 		$6.41M Sell
179,153
-87,598
-33% -$3.06M 1.13% 28
2018
Q4 		$8.44M Buy
266,751
+183,021
+219% +$6.28M 1.78% 17
2018
Q3 		$3.09M Buy
83,730
+1,129
+1% +$41.6K 1.02% 33
2018
Q2 		$2.96M Buy
+82,601
New +$2.9M 1.09% 33

Other funds holding DON

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return

CX Institutional's DON Position: Q2 2026 in Review

CX Institutional increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.24% in Q2 2026, buying an estimated $23.4K and bringing the position to 179,117 shares worth $10.1M. The position accounts for 0.29% of the portfolio, ranked #77.

CX Institutional first reported a position in DON in Q2 2018 and has held it in 33 quarters since. 73 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • CX Institutional held 179,117 shares of WisdomTree US MidCap Dividend Fund worth $10.1M as of Q2 2026.
  • CX Institutional bought 425 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $23.4K.
  • WisdomTree US MidCap Dividend Fund made up 0.29% of CX Institutional's portfolio in Q2 2026, its #77 holding.
  • CX Institutional first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2018 and has held it in 33 quarters since.
  • 73 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.