Financial Advisory Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Financial Advisory Partners’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	$2.05M	Buy	36,288 +1,211	+3%	+$66.7K	0.54%	51
2026 Q1	$1.84M	Buy	35,077 +2,894	+9%	+$156K	0.52%	51
2025 Q4	$1.66M	Buy	32,183 +181	+0.6%	+$9.33K	0.47%	51
2025 Q3	$1.67M	Buy	32,002 +798	+3%	+$41.3K	0.49%	49
2025 Q2	$1.56M	Buy	31,204 +2,836	+10%	+$137K	0.49%	50
2025 Q1	$1.4M	Sell	28,368 -3,412	-11%	-$174K	0.47%	50
2024 Q4	$1.62M	Buy	31,780 +1,613	+5%	+$84.6K	0.54%	48
2024 Q3	$1.54M	Buy	30,167 +1,356	+5%	+$66.3K	0.51%	50
2024 Q2	$1.35M	Sell	28,811 -822	-3%	-$38.9K	0.5%	50
2024 Q1	$1.45M	Sell	29,633 -23,050	-44%	-$1.06M	0.56%	50
2023 Q4	$2.41M	Buy	52,683 +968	+2%	+$40.6K	0.88%	46
2023 Q3	$2.12M	Buy	51,715 +2,207	+4%	+$94.1K	0.85%	48
2023 Q2	$2.08M	Sell	49,508 -238	-0.5%	-$9.65K	0.8%	48
2023 Q1	$2.04M	Buy	49,746 +1,734	+4%	+$73.7K	0.81%	47
2022 Q4	$1.98M	Buy	48,012 +1,549	+3%	+$64.1K	0.81%	46
2022 Q3	$1.75M	Buy	46,463 +868	+2%	+$35.7K	0.76%	50
2022 Q2	$1.78M	Buy	45,595 +313	+0.7%	+$13.2K	0.73%	49
2022 Q1	$2.01M	Buy	45,282 +5,000	+12%	+$219K	0.74%	49
2021 Q4	$1.79M	Buy	+40,282	New	+$1.76M	0.65%	54

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

Financial Advisory Partners's DON Position: Q2 2026 in Review

Financial Advisory Partners increased its WisdomTree US MidCap Dividend Fund (DON) stake by 3.5% in Q2 2026, buying an estimated $66.7K and bringing the position to 36,288 shares worth $2.05M. The position accounts for 0.54% of the portfolio, ranked #51.

Financial Advisory Partners first reported a position in DON in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.41M in Q4 2023. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Financial Advisory Partners held 36,288 shares of WisdomTree US MidCap Dividend Fund worth $2.05M as of Q2 2026.
Financial Advisory Partners bought 1,211 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $66.7K.
WisdomTree US MidCap Dividend Fund made up 0.54% of Financial Advisory Partners's portfolio in Q2 2026, its #51 holding.
Financial Advisory Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
Financial Advisory Partners's WisdomTree US MidCap Dividend Fund position peaked at $2.41M in Q4 2023.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.