Farther Finance Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Farther Finance 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 Q3	$11.1M	Buy	206,140 +7,836	+4%	+$448K	0.08%	221
2026 Q2	$11.2M	Buy	198,304 +30,727	+18%	+$1.69M	0.09%	198
2026 Q1	$8.84M	Buy	167,577 +136,536	+440%	+$7.36M	0.08%	217
2025 Q4	$1.6M	Buy	31,041 +5,799	+23%	+$299K	0.02%	674
2025 Q3	$1.32M	Buy	25,242 +16,403	+186%	+$849K	0.02%	605
2025 Q2	$443K	Buy	8,839 +7,434	+529%	+$359K	0.01%	969
2025 Q1	$69.7K	Buy	1,405 +572	+69%	+$29.2K	﹤0.01%	1711
2024 Q4	$42.5K	Hold	833	–	–	﹤0.01%	1746
2024 Q3	$42.6K	Buy	833 +676	+431%	+$33K	﹤0.01%	1740
2024 Q2	$7.29K	Hold	157	–	–	﹤0.01%	2210
2024 Q1	$7.6K	Buy	+157	New	+$7.2K	﹤0.01%	1872

Other funds holding DON

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Farther Finance Advisors's DON Position: Q3 2026 in Review

Farther Finance Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 4% in Q3 2026, buying an estimated $448K and bringing the position to 206,140 shares worth $11.1M. The position accounts for 0.08% of the portfolio, ranked #221.

Farther Finance Advisors first reported a position in DON in Q1 2024 and has held it in 11 quarters since. The position peaked at $11.2M in Q2 2026. 25 funds tracked by Wall St. Rank hold DON as of Q3 2026.

Farther Finance Advisors held 206,140 shares of WisdomTree US MidCap Dividend Fund worth $11.1M as of Q3 2026.
Farther Finance Advisors bought 7,836 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $448K.
WisdomTree US MidCap Dividend Fund made up 0.08% of Farther Finance Advisors's portfolio in Q3 2026, its #221 holding.
Farther Finance Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2024 and has held it in 11 quarters since.
Farther Finance Advisors's WisdomTree US MidCap Dividend Fund position peaked at $11.2M in Q2 2026.
25 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.