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 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

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

Envision Financial's DON Position: Q2 2026 in Review

Envision Financial reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 28% in Q2 2026, selling an estimated $494K and leaving 23,475 shares worth $1.33M. The position accounts for 0.61% of the portfolio, ranked #28.

Envision Financial first reported a position in DON in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.12M in Q4 2024. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Envision Financial held 23,475 shares of WisdomTree US MidCap Dividend Fund worth $1.33M as of Q2 2026.
Envision Financial sold 8,975 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $494K.
WisdomTree US MidCap Dividend Fund made up 0.61% of Envision Financial's portfolio in Q2 2026, its #28 holding.
Envision Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Envision Financial's WisdomTree US MidCap Dividend Fund position peaked at $2.12M in Q4 2024.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.