Financial Management Network
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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
Q3 		$1.27M Sell
23,291
-117
-0.5% -$6.68K 0.18% 79
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% +$36.6K 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

Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Financial Management Network's DON Position: Q3 2026 in Review

Financial Management Network reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.5% in Q3 2026, selling an estimated $6.68K and leaving 23,291 shares worth $1.27M. The position accounts for 0.18% of the portfolio, ranked #79.

Financial Management Network first reported a position in DON in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.94M in Q2 2025. 75 funds tracked by Wall St. Rank hold DON as of Q3 2026.

  • Financial Management Network held 23,291 shares of WisdomTree US MidCap Dividend Fund worth $1.27M as of Q3 2026.
  • Financial Management Network sold 117 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $6.68K.
  • WisdomTree US MidCap Dividend Fund made up 0.18% of Financial Management Network's portfolio in Q3 2026, its #79 holding.
  • Financial Management Network first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and has held it in 16 quarters since.
  • Financial Management Network's WisdomTree US MidCap Dividend Fund position peaked at $1.94M in Q2 2025.
  • 75 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.