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 Q2	$1.34M	Sell	23,408 -1,005	-4%	-$55.4K	0.19%	77
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 $1.55T 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 Management Network's DON Position: Q2 2026 in Review

Financial Management Network reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 4.1% in Q2 2026, selling an estimated $55.4K and leaving 23,408 shares worth $1.34M. The position accounts for 0.19% of the portfolio, ranked #77.

Financial Management Network first reported a position in DON in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.94M in Q2 2025. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Financial Management Network held 23,408 shares of WisdomTree US MidCap Dividend Fund worth $1.34M as of Q2 2026.
Financial Management Network sold 1,005 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $55.4K.
WisdomTree US MidCap Dividend Fund made up 0.19% of Financial Management Network's portfolio in Q2 2026, its #77 holding.
Financial Management Network first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and has held it in 15 quarters since.
Financial Management Network's WisdomTree US MidCap Dividend Fund position peaked at $1.94M in Q2 2025.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.