FWA
DON icon

Flagship Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Flagship Wealth 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 		$1.3K Buy
+23
New +$1.27K ﹤0.01% 467
2026
Q1 		– Sell
-23
Closed -$1.19K – 360
2025
Q4 		$1.19K Hold
23
– – ﹤0.01% 377
2025
Q3 		$1.2K Buy
+23
New +$1.19K ﹤0.01% 399

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Flagship Wealth Advisors's DON Position: Q2 2026 in Review

Flagship Wealth Advisors opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2026: 23 shares worth $1.3K. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in DON as recently as Q4 2025.

Flagship Wealth Advisors first reported a position in DON in Q3 2025 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Flagship Wealth Advisors held 23 shares of WisdomTree US MidCap Dividend Fund worth $1.3K as of Q2 2026.
  • WisdomTree US MidCap Dividend Fund was a new Flagship Wealth Advisors position in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #467 holding.
  • Flagship Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2025 and has held it in 3 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.