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

Focus Partners Wealth’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	$13.1M	Sell	230,956 -32,538	-12%	-$1.79M	0.01%	624
2026 Q1	$13.8M	Sell	263,494 -692	-0.3%	-$37.3K	0.02%	616
2025 Q4	$13.6M	Sell	264,186 -14,270	-5%	-$735K	0.02%	599
2025 Q3	$14.6M	Buy	278,456 +18,092	+7%	+$937K	0.02%	470
2025 Q2	$13M	Buy	260,364 +6,562	+3%	+$317K	0.03%	451
2025 Q1	$12.6M	Buy	253,802 +25,259	+11%	+$1.29M	0.03%	427
2024 Q4	$11.6M	Buy	+228,543	New	+$12M	0.03%	430
2024 Q3	–	Sell	-170,407	Closed	-$7.97M	–	1603
2024 Q2	$7.97M	Buy	170,407 +4,525	+3%	+$214K	0.03%	413
2024 Q1	$8.09M	Buy	+165,882	New	+$7.61M	0.07%	241

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth's DON Position: Q2 2026 in Review

Focus Partners Wealth reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 12% in Q2 2026, selling an estimated $1.79M and leaving 230,956 shares worth $13.1M. The position accounts for 0.01% of the portfolio, ranked #624.

Focus Partners Wealth first reported a position in DON in Q1 2024 and has held it in 9 quarters since. The position peaked at $14.6M in Q3 2025. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Focus Partners Wealth held 230,956 shares of WisdomTree US MidCap Dividend Fund worth $13.1M as of Q2 2026.
Focus Partners Wealth sold 32,538 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $1.79M.
WisdomTree US MidCap Dividend Fund made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #624 holding.
Focus Partners Wealth first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2024 and has held it in 9 quarters since.
Focus Partners Wealth's WisdomTree US MidCap Dividend Fund position peaked at $14.6M in Q3 2025.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.