Financial Management Network’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Financial Management Network’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 Q1	$1.33M	Sell	24,413 -7,057	-22%	-$381K	0.2%	71
2025 Q4	$1.64M	Sell	31,470 -4,939	-14%	-$255K	0.26%	64
2025 Q3	$1.91M	Sell	36,409 -1,235	-3%	-$64K	0.32%	60
2025 Q2	$1.94M	Buy	37,644 +4,909	+15%	+$237K	0.35%	59
2025 Q1	$1.45M	Buy	32,735 +7,714	+31%	+$393K	0.33%	61
2024 Q4	$1.28M	Sell	25,021 -119	-0.5%	-$6.24K	0.27%	61
2024 Q3	$1.29M	Sell	25,140 -4,078	-14%	-$199K	0.27%	67
2024 Q2	$1.35M	Sell	29,218 -924	-3%	-$43.7K	0.32%	58
2024 Q1	$1.44M	Buy	30,142 +797	+3%	+$36.5K	0.36%	52
2023 Q4	$1.32M	Sell	29,345 -6,848	-19%	-$287K	0.39%	46
2023 Q3	$1.45M	Sell	36,193 -7,108	-16%	-$303K	0.48%	43
2023 Q2	$1.83M	Buy	43,301 +2,605	+6%	+$106K	0.64%	34
2023 Q1	$1.64M	Buy	40,696 +14,563	+56%	+$619K	0.66%	33
2022 Q4	$1.09M	Buy	+26,133	New	+$1.08M	0.48%	44

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Management Network's DON Position: Q1 2026 in Review

Financial Management Network reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 22% in Q1 2026, selling an estimated $381K and leaving 24,413 shares worth $1.33M. The position accounts for 0.2% of the portfolio, ranked #71.

Financial Management Network first reported a position in DON in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.94M in Q2 2025. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Financial Management Network held 24,413 shares of WisdomTree US MidCap Dividend Fund worth $1.33M as of Q1 2026.
Financial Management Network sold 7,057 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $381K.
WisdomTree US MidCap Dividend Fund made up 0.2% of Financial Management Network's portfolio in Q1 2026, its #71 holding.
Financial Management Network first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and has held it in 14 quarters since.
Financial Management Network's WisdomTree US MidCap Dividend Fund position peaked at $1.94M in Q2 2025.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.