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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

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 73 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.
  • 73 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.