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 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

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

Diversified Enterprises's DON Position: Q2 2026 in Review

Diversified Enterprises increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.05% in Q2 2026, buying an estimated $165 and bringing the position to 6,072 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #310.

Diversified Enterprises first reported a position in DON in Q3 2024 and has held it in 8 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Diversified Enterprises held 6,072 shares of WisdomTree US MidCap Dividend Fund worth $343K as of Q2 2026.
Diversified Enterprises bought 3 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $165.
WisdomTree US MidCap Dividend Fund made up 0.02% of Diversified Enterprises's portfolio in Q2 2026, its #310 holding.
Diversified Enterprises first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2024 and has held it in 8 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.