Farmers & Merchants Trust Co of Chambersburg PA’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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	$2.94M	Buy	51,966 +1,461	+3%	+$80.5K	0.75%	46
2026 Q1	$2.65M	Buy	50,505 +12,099	+32%	+$653K	0.72%	49
2025 Q4	$1.98M	Sell	38,406 -258	-0.7%	-$13.3K	0.55%	56
2025 Q3	$2.02M	Sell	38,664 -1,399	-3%	-$72.5K	0.57%	54
2025 Q2	$2.01M	Buy	40,063 +8,029	+25%	+$388K	0.63%	54
2025 Q1	$1.59M	Buy	32,034 +567	+2%	+$28.9K	0.56%	53
2024 Q4	$1.6M	Buy	31,467 +720	+2%	+$37.8K	0.61%	53
2024 Q3	$1.57M	Sell	30,747 -7,013	-19%	-$343K	0.61%	57
2024 Q2	$1.77M	Sell	37,760 -118	-0.3%	-$5.58K	0.71%	53
2024 Q1	$1.85M	Sell	37,878 -4,462	-11%	-$205K	0.76%	53
2023 Q4	$1.94M	Buy	42,340 +16,155	+62%	+$678K	0.99%	40
2023 Q3	$1.07M	Buy	+26,185	New	+$1.12M	0.7%	51

Other funds holding DON

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's DON Position: Q2 2026 in Review

Farmers & Merchants Trust Co of Chambersburg PA increased its WisdomTree US MidCap Dividend Fund (DON) stake by 2.9% in Q2 2026, buying an estimated $80.5K and bringing the position to 51,966 shares worth $2.94M. The position accounts for 0.75% of the portfolio, ranked #46.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in DON in Q3 2023 and has held it in 12 quarters since. 376 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Farmers & Merchants Trust Co of Chambersburg PA held 51,966 shares of WisdomTree US MidCap Dividend Fund worth $2.94M as of Q2 2026.
Farmers & Merchants Trust Co of Chambersburg PA bought 1,461 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $80.5K.
WisdomTree US MidCap Dividend Fund made up 0.75% of Farmers & Merchants Trust Co of Chambersburg PA's portfolio in Q2 2026, its #46 holding.
Farmers & Merchants Trust Co of Chambersburg PA first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2023 and has held it in 12 quarters since.
376 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q2 2026, filed 24 Jul 2026.