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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Farther Finance Advisors's DON Position: Q2 2026 in Review

Farther Finance Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 18% in Q2 2026, buying an estimated $1.69M and bringing the position to 198,304 shares worth $11.2M. The position accounts for 0.09% of the portfolio, ranked #198.

Farther Finance Advisors first reported a position in DON in Q1 2024 and has held it in 10 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Farther Finance Advisors held 198,304 shares of WisdomTree US MidCap Dividend Fund worth $11.2M as of Q2 2026.
  • Farther Finance Advisors bought 30,727 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $1.69M.
  • WisdomTree US MidCap Dividend Fund made up 0.09% of Farther Finance Advisors's portfolio in Q2 2026, its #198 holding.
  • Farther Finance Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.