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 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 $1.37T 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

Diversified Enterprises's DON Position: Q1 2026 in Review

Diversified Enterprises increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.03% in Q1 2026, buying an estimated $108 and bringing the position to 6,069 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #304.

Diversified Enterprises first reported a position in DON in Q3 2024 and has held it in 7 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Diversified Enterprises held 6,069 shares of WisdomTree US MidCap Dividend Fund worth $319K as of Q1 2026.
Diversified Enterprises bought 2 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $108.
WisdomTree US MidCap Dividend Fund made up 0.02% of Diversified Enterprises's portfolio in Q1 2026, its #304 holding.
Diversified Enterprises first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2024 and has held it in 7 quarters since.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.