FPAS
DON icon

Focus Partners Advisor Solutions’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Focus Partners Advisor Solutions’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 		$5.58M Sell
98,669
-3,091
-3% -$170K 0.05% 175
2026
Q1 		$5.35M Sell
101,760
-1,241
-1% -$66.9K 0.05% 161
2025
Q4 		$5.31M Buy
103,001
+26,124
+34% +$1.35M 0.07% 141
2025
Q3 		$4M Buy
76,877
+7,059
+10% +$366K 0.05% 207
2025
Q2 		$3.5M Buy
69,818
+190
+0.3% +$9.17K 0.05% 184
2025
Q1 		$3.45M Buy
69,628
+2,185
+3% +$111K 0.05% 173
2024
Q4 		$3.44M Buy
67,443
+55,386
+459% +$2.9M 0.06% 155
2024
Q3 		$616K Buy
12,057
+57
+0.5% +$2.79K 0.01% 399
2024
Q2 		$561K Buy
12,000
+4,425
+58% +$209K 0.01% 345
2024
Q1 		$369K Buy
+7,575
New +$347K 0.01% 417
2022
Q2 		– Sell
-6,345
Closed -$281K – 368
2022
Q1 		$281K Buy
+6,345
New +$277K 0.03% 254

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 Partners Advisor Solutions's DON Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 3% in Q2 2026, selling an estimated $170K and leaving 98,669 shares worth $5.58M. The position accounts for 0.05% of the portfolio, ranked #175.

Focus Partners Advisor Solutions first reported a position in DON in Q1 2022 and has held it in 11 quarters since. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Focus Partners Advisor Solutions held 98,669 shares of WisdomTree US MidCap Dividend Fund worth $5.58M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 3,091 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $170K.
  • WisdomTree US MidCap Dividend Fund made up 0.05% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #175 holding.
  • Focus Partners Advisor Solutions first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2022 and has held it in 11 quarters since.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.