Downshift Financial’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Downshift Financial’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	$10.5K	Buy	+194	New	+$11.1K	﹤0.01%	313

Other funds holding DON

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

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 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

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Downshift Financial's DON Position: Q3 2026 in Review

Downshift Financial opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q3 2026: 194 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #313 among its holdings.

91 funds tracked by Wall St. Rank hold DON as of Q3 2026.

Downshift Financial held 194 shares of WisdomTree US MidCap Dividend Fund worth $10.5K as of Q3 2026.
WisdomTree US MidCap Dividend Fund was a new Downshift Financial position in Q3 2026.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Downshift Financial's portfolio in Q3 2026, its #313 holding.
91 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.