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

Envision 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	$411K	Sell	4,719 -18,756	-80%	-$1.07M	0.18%	40
2026 Q2	$1.33M	Sell	23,475 -8,975	-28%	-$494K	0.61%	28
2026 Q1	$1.7M	Sell	32,450 -635	-2%	-$34.2K	0.92%	24
2025 Q4	$1.71M	Sell	33,085 -6,577	-17%	-$339K	0.9%	24
2025 Q3	$2.07M	Sell	39,662 -370	-0.9%	-$19.2K	1.19%	24
2025 Q2	$2.01M	Sell	40,032 -991	-2%	-$47.8K	1.34%	24
2025 Q1	$2.03M	Sell	41,023 -497	-1%	-$25.3K	1.53%	21
2024 Q4	$2.12M	Buy	+41,520	New	+$2.18M	1.7%	19

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

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 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

Envision Financial's DON Position: Q3 2026 in Review

Envision Financial reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 80% in Q3 2026, selling an estimated $1.07M and leaving 4,719 shares worth $411K. The position accounts for 0.18% of the portfolio, ranked #40.

Envision Financial first reported a position in DON in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.12M in Q4 2024. 100 funds tracked by Wall St. Rank hold DON as of Q3 2026.

Envision Financial held 4,719 shares of WisdomTree US MidCap Dividend Fund worth $411K as of Q3 2026.
Envision Financial sold 18,756 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $1.07M.
WisdomTree US MidCap Dividend Fund made up 0.18% of Envision Financial's portfolio in Q3 2026, its #40 holding.
Envision Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 8 quarters since.
Envision Financial's WisdomTree US MidCap Dividend Fund position peaked at $2.12M in Q4 2024.
100 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.