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

Focus Financial 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 		$952K Buy
17,653
+353
+2% +$20.2K 0.03% 352
2026
Q2 		$978K Buy
17,300
+122
+0.7% +$6.72K 0.03% 342
2026
Q1 		$903K Sell
17,178
-159
-0.9% -$8.58K 0.03% 328
2025
Q4 		$895K Sell
17,337
-432
-2% -$22.3K 0.03% 322
2025
Q3 		$929K Buy
17,769
+221
+1% +$11.4K 0.03% 310
2025
Q2 		$879K Buy
17,548
+860
+5% +$41.5K 0.03% 317
2025
Q1 		$826K Sell
16,688
-600
-3% -$30.6K 0.03% 309
2024
Q4 		$881K Buy
17,288
+238
+1% +$12.5K 0.04% 292
2024
Q3 		$872K Sell
17,050
-1,500
-8% -$73.3K 0.04% 292
2024
Q2 		$918K Sell
18,550
-223
-1% -$10.5K 0.04% 283
2024
Q1 		$857K Buy
18,773
+154
+0.8% +$7.06K 0.04% 278
2023
Q4 		$851K Sell
18,619
-134
-0.7% -$5.62K 0.03% 350
2023
Q3 		$768K Sell
18,753
-2,519
-12% -$107K 0.04% 278
2023
Q2 		$894K Buy
21,272
+430
+2% +$17.4K 0.05% 253
2023
Q1 		$854K Buy
20,842
+707
+4% +$30K 0.05% 257
2022
Q4 		$828K Sell
20,135
-434
-2% -$18K 0.07% 215
2022
Q3 		$775K Buy
20,569
+1,122
+6% +$46.2K 0.07% 215
2022
Q2 		$758K Sell
19,447
-727
-4% -$30.7K 0.06% 238
2022
Q1 		$896K Buy
+20,174
New +$882K 0.06% 209
2021
Q1 		– Sell
-10,876
Closed -$379K – 422
2020
Q4 		$379K Buy
10,876
+1,303
+14% +$42.4K 0.03% 308
2020
Q3 		$277K Buy
9,573
+17
+0.2% +$501 0.03% 361
2020
Q2 		$271K Buy
9,556
+861
+10% +$23.2K 0.03% 321
2020
Q1 		$210K Buy
8,695
+50
+0.6% +$1.68K 0.03% 336
2019
Q4 		$329K Buy
8,645
+230
+3% +$8.51K 0.04% 298
2019
Q3 		$306K Buy
8,415
+114
+1% +$4.08K 0.04% 289
2019
Q2 		$300K Buy
8,301
+4
+0% +$144 0.04% 288
2019
Q1 		$297K Buy
+8,297
New +$290K 0.05% 282

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

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

Focus Financial Network increased its WisdomTree US MidCap Dividend Fund (DON) stake by 2% in Q3 2026, buying an estimated $20.2K and bringing the position to 17,653 shares worth $952K. The position accounts for 0.03% of the portfolio, ranked #352.

Focus Financial Network first reported a position in DON in Q1 2019 and has held it in 27 quarters since. The position peaked at $978K in Q2 2026. 78 funds tracked by Wall St. Rank hold DON as of Q3 2026.

  • Focus Financial Network held 17,653 shares of WisdomTree US MidCap Dividend Fund worth $952K as of Q3 2026.
  • Focus Financial Network bought 353 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $20.2K.
  • WisdomTree US MidCap Dividend Fund made up 0.03% of Focus Financial Network's portfolio in Q3 2026, its #352 holding.
  • Focus Financial Network first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2019 and has held it in 27 quarters since.
  • Focus Financial Network's WisdomTree US MidCap Dividend Fund position peaked at $978K in Q2 2026.
  • 78 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.