Diversified Enterprises’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Diversified Enterprises’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	$337K	Buy	6,255 +183	+3%	+$10.5K	0.02%	335
2026 Q2	$343K	Buy	6,072 +3	+0%	+$165	0.02%	310
2026 Q1	$319K	Buy	6,069 +2	+0%	+$108	0.02%	304
2025 Q4	$313K	Buy	6,067 +4	+0.1%	+$206	0.02%	289
2025 Q3	$317K	Buy	6,063 +3	+0%	+$155	0.02%	228
2025 Q2	$304K	Buy	6,060 +3	+0%	+$145	0.02%	225
2025 Q1	$300K	Buy	6,057 +78	+1%	+$3.98K	0.03%	229
2024 Q4	$305K	Buy	5,979 +859	+17%	+$45.1K	0.03%	184
2024 Q3	$262K	Buy	+5,120	New	+$250K	0.03%	192

Other funds holding DON

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Marion Wealth Management Monroeville, Pennsylvania $508M AUM 13.53% 1-Year Est. Return

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Diversified Enterprises's DON Position: Q3 2026 in Review

Diversified Enterprises increased its WisdomTree US MidCap Dividend Fund (DON) stake by 3% in Q3 2026, buying an estimated $10.5K and bringing the position to 6,255 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #335.

Diversified Enterprises first reported a position in DON in Q3 2024 and has held it in 9 quarters since. The position peaked at $343K in Q2 2026. 190 funds tracked by Wall St. Rank hold DON as of Q3 2026.

Diversified Enterprises held 6,255 shares of WisdomTree US MidCap Dividend Fund worth $337K as of Q3 2026.
Diversified Enterprises bought 183 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $10.5K.
WisdomTree US MidCap Dividend Fund made up 0.02% of Diversified Enterprises's portfolio in Q3 2026, its #335 holding.
Diversified Enterprises first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's WisdomTree US MidCap Dividend Fund position peaked at $343K in Q2 2026.
190 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.