DHJJ Financial Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

DHJJ Financial 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 Q1	$5.18K	Hold	99	–	–	﹤0.01%	658
2025 Q4	$5.09K	Hold	99	–	–	﹤0.01%	628
2025 Q3	$5.16K	Hold	99	–	–	﹤0.01%	612
2025 Q2	$4.95K	Buy	99 +75	+313%	+$3.62K	﹤0.01%	607
2025 Q1	$1.17K	Hold	24	–	–	﹤0.01%	678
2024 Q4	$1.21K	Hold	24	–	–	﹤0.01%	646
2024 Q3	$1.21K	Hold	24	–	–	﹤0.01%	629
2024 Q2	$1.11K	Hold	24	–	–	﹤0.01%	592
2024 Q1	$1.15K	Buy	24 +1	+4%	+$46	﹤0.01%	577
2023 Q4	$1.07K	Hold	23	–	–	﹤0.01%	570
2023 Q3	$951	Buy	+23	New	+$981	﹤0.01%	577

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DHJJ Financial Advisors's DON Position: Q1 2026 in Review

DHJJ Financial Advisors held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q1 2026 at 99 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

DHJJ Financial Advisors first reported a position in DON in Q3 2023 and has held it in 11 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

DHJJ Financial Advisors held 99 shares of WisdomTree US MidCap Dividend Fund worth $5.18K as of Q1 2026.
DHJJ Financial Advisors left its WisdomTree US MidCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #658 holding.
DHJJ Financial Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2023 and has held it in 11 quarters since.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.