Evolution Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Evolution Wealth Management’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	$173K	Sell	3,068 -61	-2%	-$3.36K	0.1%	135
2026 Q1	$164K	Buy	3,129 +3	+0.1%	+$162	0.12%	125
2025 Q4	$161K	Sell	3,126 -754	-19%	-$38.9K	0.13%	119
2025 Q3	$203K	Sell	3,880 -331	-8%	-$17.1K	0.21%	89
2025 Q2	$211K	Buy	+4,211	New	+$203K	0.26%	70

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

Evolution Wealth Management's DON Position: Q2 2026 in Review

Evolution Wealth Management reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 1.9% in Q2 2026, selling an estimated $3.36K and leaving 3,068 shares worth $173K. The position accounts for 0.1% of the portfolio, ranked #135.

Evolution Wealth Management first reported a position in DON in Q2 2025 and has held it in 5 quarters since. The position peaked at $211K in Q2 2025. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Evolution Wealth Management held 3,068 shares of WisdomTree US MidCap Dividend Fund worth $173K as of Q2 2026.
Evolution Wealth Management sold 61 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $3.36K.
WisdomTree US MidCap Dividend Fund made up 0.1% of Evolution Wealth Management's portfolio in Q2 2026, its #135 holding.
Evolution Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $211K in Q2 2025.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.