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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

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
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 73 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.
  • 73 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.