DMC Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

DMC Group’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	–	Sell	-7,369	Closed	-$387K	–	135
2026 Q1	$387K	Buy	+7,369	New	+$397K	0.26%	99

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

DMC Group's DON Position: Q2 2026 in Review

DMC Group sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2026, closing a stake of 7,369 shares — an estimated $387K sold.

DMC Group first reported a position in DON in Q1 2026 and held it in 1 quarter. The position peaked at $387K in Q1 2026. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

DMC Group reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
DMC Group sold 7,369 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $387K.
DMC Group first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2026 and held it in 1 quarter.
DMC Group's WisdomTree US MidCap Dividend Fund position peaked at $387K in Q1 2026.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on DMC Group's 13F filing for Q2 2026, filed 28 Jul 2026.