DAS
DON icon

Dynamic Advisor Solutions’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Dynamic Advisor Solutions’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 		$8.5M Sell
150,378
-10,635
-7% -$586K 0.24% 89
2026
Q1 		$8.46M Buy
161,013
+1,733
+1% +$93.5K 0.27% 83
2025
Q4 		$8.22M Buy
159,280
+4,239
+3% +$218K 0.26% 84
2025
Q3 		$8.11M Buy
155,041
+6,587
+4% +$341K 0.24% 98
2025
Q2 		$7.44M Buy
148,454
+3,349
+2% +$162K 0.23% 104
2025
Q1 		$7.19M Buy
+145,105
New +$7.4M 0.24% 103
2024
Q4 		– Sell
-141,750
Closed -$7.25M – 700
2024
Q3 		$7.25M Buy
141,750
+24,414
+21% +$1.19M 0.22% 113
2024
Q2 		$5.49M Buy
117,336
+3,245
+3% +$153K 0.17% 151
2024
Q1 		$5.56M Buy
114,091
+6,000
+6% +$275K 0.19% 143
2023
Q4 		$4.88M Buy
108,091
+95,735
+775% +$4.02M 0.18% 163
2023
Q3 		$506K Buy
12,356
+2,713
+28% +$116K 0.02% 513
2023
Q2 		$405K Sell
9,643
-789
-8% -$32K 0.02% 556
2023
Q1 		$428K Sell
10,432
-61
-0.6% -$2.59K 0.03% 509
2022
Q4 		$432K Buy
10,493
+1,250
+14% +$51.7K 0.03% 481
2022
Q3 		$348K Sell
9,243
-330
-3% -$13.6K 0.03% 487
2022
Q2 		$373K Buy
9,573
+620
+7% +$26.1K 0.03% 476
2022
Q1 		$398K Sell
8,953
-207
-2% -$9.05K 0.03% 486
2021
Q4 		$406K Sell
9,160
-2,301
-20% -$100K 0.03% 485
2021
Q3 		$475K Sell
11,461
-7,271
-39% -$305K 0.04% 457
2021
Q2 		$786K Sell
18,732
-1,239
-6% -$52.4K 0.06% 322
2021
Q1 		$807K Sell
19,971
-3,536
-15% -$135K 0.07% 279
2020
Q4 		$818K Sell
23,507
-106
-0.4% -$3.45K 0.08% 273
2020
Q3 		$683K Sell
23,613
-28,565
-55% -$842K 0.08% 262
2020
Q2 		$1.48M Sell
52,178
-5,610
-10% -$151K 0.2% 134
2020
Q1 		$1.4M Buy
57,788
+2,159
+4% +$72.7K 0.25% 117
2019
Q4 		$2.12M Buy
55,629
+17,233
+45% +$637K 0.29% 94
2019
Q3 		$1.39M Buy
38,396
+9,396
+32% +$336K 0.22% 122
2019
Q2 		$1.05M Buy
29,000
+4,906
+20% +$176K 0.17% 155
2019
Q1 		$862K Sell
24,094
-557
-2% -$19.5K 0.16% 146
2018
Q4 		$850K Sell
24,651
-3,359
-12% -$115K 0.18% 136
2018
Q3 		$1.03M Buy
28,010
+2,336
+9% +$86K 0.21% 130
2018
Q2 		$919K Buy
25,674
+13,680
+114% +$480K 0.21% 137
2018
Q1 		$409K Buy
11,994
+5,829
+95% +$203K 0.1% 207
2017
Q4 		$218K Buy
+6,165
New +$211K 0.07% 230

Other funds holding DON

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Dynamic Advisor Solutions's DON Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 6.6% in Q2 2026, selling an estimated $586K and leaving 150,378 shares worth $8.5M. The position accounts for 0.24% of the portfolio, ranked #89.

Dynamic Advisor Solutions first reported a position in DON in Q4 2017 and has held it in 34 quarters since. 202 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Dynamic Advisor Solutions held 150,378 shares of WisdomTree US MidCap Dividend Fund worth $8.5M as of Q2 2026.
  • Dynamic Advisor Solutions sold 10,635 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $586K.
  • WisdomTree US MidCap Dividend Fund made up 0.24% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #89 holding.
  • Dynamic Advisor Solutions first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2017 and has held it in 34 quarters since.
  • 202 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.