FFN
DON icon

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
Q2 		$978K Buy
17,300
+122
+0.7% +$6.72K 0.03% 342
2026
Q1 		$903K Sell
17,178
-159
-0.9% -$8.57K 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% +$30.1K 0.05% 257
2022
Q4 		$828K Sell
20,135
-434
-2% -$17.9K 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

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

Focus Financial Network's DON Position: Q2 2026 in Review

Focus Financial Network increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.71% in Q2 2026, buying an estimated $6.72K and bringing the position to 17,300 shares worth $978K. The position accounts for 0.03% of the portfolio, ranked #342.

Focus Financial Network first reported a position in DON in Q1 2019 and has held it in 26 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Focus Financial Network held 17,300 shares of WisdomTree US MidCap Dividend Fund worth $978K as of Q2 2026.
  • Focus Financial Network bought 122 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $6.72K.
  • WisdomTree US MidCap Dividend Fund made up 0.03% of Focus Financial Network's portfolio in Q2 2026, its #342 holding.
  • Focus Financial Network first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2019 and has held it in 26 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.