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Dickmeyer Boyce Financial Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Dickmeyer Boyce Financial Management’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
Q3 		$6.78M Buy
125,724
+969
+0.8% +$55.3K 3.47% 7
2026
Q2 		$7.05M Buy
124,755
+1,054
+0.9% +$58.1K 3.65% 5
2026
Q1 		$6.5M Buy
+123,701
New +$6.67M 3.82% 5

Other funds holding DON

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Dickmeyer Boyce Financial Management's DON Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.78% in Q3 2026, buying an estimated $55.3K and bringing the position to 125,724 shares worth $6.78M. The position accounts for 3.47% of the portfolio, ranked #7.

Dickmeyer Boyce Financial Management first reported a position in DON in Q1 2026 and has held it in 3 quarters since. The position peaked at $7.05M in Q2 2026. 19 funds tracked by Wall St. Rank hold DON as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 125,724 shares of WisdomTree US MidCap Dividend Fund worth $6.78M as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 969 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $55.3K.
  • WisdomTree US MidCap Dividend Fund made up 3.47% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #7 holding.
  • Dickmeyer Boyce Financial Management first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's WisdomTree US MidCap Dividend Fund position peaked at $7.05M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.