EFS
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Essex Financial Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Essex Financial Services’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
Q1 		$323K Buy
6,149
+7
+0.1% +$378 0.02% 587
2025
Q4 		$317K Buy
6,142
+13
+0.2% +$670 0.02% 583
2025
Q3 		$321K Buy
6,129
+10
+0.2% +$518 0.02% 567
2025
Q2 		$307K Sell
6,119
-166
-3% -$8.02K 0.02% 538
2025
Q1 		$311K Buy
6,285
+11
+0.2% +$561 0.02% 487
2024
Q4 		$320K Buy
6,274
+12
+0.2% +$629 0.02% 475
2024
Q3 		$321K Sell
6,262
-4,215
-40% -$206K 0.02% 472
2024
Q2 		$499K Sell
10,477
-650
-6% -$30.7K 0.04% 374
2024
Q1 		$543K Buy
11,127
+411
+4% +$18.8K 0.05% 309
2023
Q4 		$490K Buy
10,716
+17
+0.2% +$713 0.05% 309
2023
Q3 		$438K Sell
10,699
-887
-8% -$37.8K 0.05% 304
2023
Q2 		$487K Sell
11,586
-1,029
-8% -$41.7K 0.06% 285
2023
Q1 		$517K Sell
12,615
-864
-6% -$36.7K 0.05% 275
2022
Q4 		$554K Sell
13,479
-145
-1% -$6K 0.06% 258
2022
Q3 		$513K Sell
13,624
-214
-2% -$8.81K 0.06% 247
2022
Q2 		$539K Buy
13,838
+9
+0.1% +$379 0.06% 260
2022
Q1 		$614K Buy
13,829
+7,629
+123% +$334K 0.06% 260
2021
Q4 		$275K Hold
6,200
– – 0.03% 384
2021
Q3 		$257K Hold
6,200
– – 0.03% 381
2021
Q2 		$260K Buy
+6,200
New +$262K 0.04% 361
2018
Q2 		– Sell
-10,200
Closed -$348K – 292
2018
Q1 		$348K Buy
+10,200
New +$356K 0.07% 241
2017
Q3 		– Sell
-10,200
Closed -$332K – 290
2017
Q2 		$332K Hold
10,200
– – 0.07% 249
2017
Q1 		$332K Hold
10,200
– – 0.08% 237
2016
Q4 		$321K Sell
10,200
-30
-0.3% -$916 0.07% 240
2016
Q3 		$310K Sell
10,230
-135
-1% -$4.1K 0.07% 237
2016
Q2 		$309K Buy
10,365
+165
+2% +$4.79K 0.07% 236
2016
Q1 		$293K Sell
10,200
-2,700
-21% -$71.2K 0.07% 239
2015
Q4 		$346K Buy
12,900
+1,953
+18% +$53.1K 0.08% 214
2015
Q3 		$283K Buy
10,947
+747
+7% +$20.2K 0.07% 242
2015
Q2 		$281K Sell
10,200
-2,700
-21% -$76.7K 0.07% 244
2015
Q1 		$370K Sell
12,900
-2,550
-17% -$72.2K 0.1% 212
2014
Q4 		$431K Hold
15,450
– – 0.11% 192
2014
Q3 		$403K Buy
15,450
+5,250
+51% +$141K 0.12% 189
2014
Q2 		$278K Hold
10,200
– – 0.08% 236
2014
Q1 		$262K Buy
+10,200
New +$254K 0.09% 235

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Essex Financial Services's DON Position: Q1 2026 in Review

Essex Financial Services increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.11% in Q1 2026, buying an estimated $378 and bringing the position to 6,149 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #587.

Essex Financial Services first reported a position in DON in Q1 2014 and has held it in 35 quarters since. The position peaked at $614K in Q1 2022. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Essex Financial Services held 6,149 shares of WisdomTree US MidCap Dividend Fund worth $323K as of Q1 2026.
  • Essex Financial Services bought 7 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $378.
  • WisdomTree US MidCap Dividend Fund made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #587 holding.
  • Essex Financial Services first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2014 and has held it in 35 quarters since.
  • Essex Financial Services's WisdomTree US MidCap Dividend Fund position peaked at $614K in Q1 2022.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.