EverSource Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

EverSource Wealth Advisors’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	$102K	Hold	1,810	–	–	﹤0.01%	1367
2026 Q1	$95.1K	Hold	1,810	–	–	﹤0.01%	1461
2025 Q4	$93.4K	Hold	1,810	–	–	﹤0.01%	1355
2025 Q3	$94.7K	Sell	1,810 -389	-18%	-$20.1K	﹤0.01%	1310
2025 Q2	$110K	Hold	2,199	–	–	0.01%	1148
2025 Q1	$109K	Buy	2,199 +389	+21%	+$19.8K	0.01%	881
2024 Q4	$92.3K	Hold	1,810	–	–	0.01%	933
2024 Q3	$92.5K	Hold	1,810	–	–	0.01%	817
2024 Q2	$90.7K	Hold	1,810	–	–	0.01%	835
2024 Q1	$83.7K	Hold	1,810	–	–	0.01%	776
2023 Q4	$82.7K	Hold	1,810	–	–	0.01%	712
2023 Q3	$74.1K	Hold	1,810	–	–	0.01%	674
2023 Q2	$76.1K	Hold	1,810	–	–	0.01%	675
2023 Q1	$74.2K	Hold	1,810	–	–	0.01%	645
2022 Q4	$74.5K	Hold	1,810	–	–	0.01%	609
2022 Q3	$68K	Hold	1,810	–	–	0.02%	547
2022 Q2	$71K	Hold	1,810	–	–	0.02%	493
2022 Q1	$80K	Hold	1,810	–	–	0.02%	379
2021 Q4	$80K	Buy	+1,810	New	+$79K	0.02%	337

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

EverSource Wealth Advisors's DON Position: Q2 2026 in Review

EverSource Wealth Advisors held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 1,810 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

EverSource Wealth Advisors first reported a position in DON in Q4 2021 and has held it in 19 quarters since. The position peaked at $110K in Q2 2025. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

EverSource Wealth Advisors held 1,810 shares of WisdomTree US MidCap Dividend Fund worth $102K as of Q2 2026.
EverSource Wealth Advisors left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1367 holding.
EverSource Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $110K in Q2 2025.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.