FFG Retirement Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

FFG Retirement 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	–	Sell	-54,339	Closed	-$2.85M	–	45
2026 Q1	$2.85M	Buy	54,339 +19,513	+56%	+$1.05M	1.66%	27
2025 Q4	$1.8M	Sell	34,826 -21	-0.1%	-$1.08K	1.11%	35
2025 Q3	$1.82M	Buy	34,847 +361	+1%	+$18.7K	1.13%	34
2025 Q2	$1.73M	Buy	34,486 +3,334	+11%	+$161K	1.08%	35
2025 Q1	$1.54M	Sell	31,152 -681	-2%	-$34.7K	1.05%	32
2024 Q4	$1.62M	Sell	31,833 -286	-0.9%	-$15K	1.06%	31
2024 Q3	$1.64M	Buy	32,119 +166	+0.5%	+$8.11K	1.07%	31
2024 Q2	$1.49M	Sell	31,953 -797	-2%	-$37.7K	1.04%	35
2024 Q1	$1.6M	Buy	32,750 +758	+2%	+$34.8K	1.12%	29
2023 Q4	$1.46M	Buy	+31,992	New	+$1.34M	1.13%	30

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

FFG Retirement Advisors's DON Position: Q2 2026 in Review

FFG Retirement Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2026, closing a stake of 54,339 shares — an estimated $2.85M sold.

FFG Retirement Advisors first reported a position in DON in Q4 2023 and held it in 10 quarters. The position peaked at $2.85M in Q1 2026. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

FFG Retirement Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
FFG Retirement Advisors sold 54,339 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $2.85M.
FFG Retirement Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and held it in 10 quarters.
FFG Retirement Advisors's WisdomTree US MidCap Dividend Fund position peaked at $2.85M in Q1 2026.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on FFG Retirement Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.