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Founders Financial Alliance’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Founders Financial Alliance’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 		$109K Sell
1,928
-52,734
-96% -$2.91M 0.01% 493
2026
Q1 		$2.87M Buy
54,662
+415
+0.8% +$22.4K 0.52% 41
2025
Q4 		$2.8M Buy
54,247
+421
+0.8% +$21.7K 0.53% 41
2025
Q3 		$2.82M Buy
53,826
+265
+0.5% +$13.7K 0.53% 41
2025
Q2 		$2.68M Buy
53,561
+1,958
+4% +$94.5K 0.61% 37
2025
Q1 		$2.56M Buy
51,603
+2,259
+5% +$115K 0.62% 35
2024
Q4 		$2.52M Buy
49,344
+1,999
+4% +$105K 0.69% 31
2024
Q3 		$2.42M Buy
47,345
+369
+0.8% +$18K 0.67% 31
2024
Q2 		$2.2M Buy
46,976
+6,073
+15% +$287K 0.65% 30
2024
Q1 		$1.99M Buy
40,903
+39,883
+3,910% +$1.83M 0.6% 36
2023
Q4 		$46.6K Hold
1,020
– – 0.02% 342
2023
Q3 		$41.8K Hold
1,020
– – 0.02% 330
2023
Q2 		$42.9K Hold
1,020
– – 0.02% 354
2023
Q1 		$41.8K Hold
1,020
– – 0.02% 318
2022
Q4 		$42K Sell
1,020
-3,511
-77% -$145K 0.02% 343
2022
Q3 		$171K Sell
4,531
-222
-5% -$9.14K 0.09% 218
2022
Q2 		$185K Sell
4,753
-580
-11% -$24.5K 0.09% 214
2022
Q1 		$237K Sell
5,333
-13,091
-71% -$572K 0.11% 186
2021
Q4 		$817K Buy
18,424
+5
+0% +$218 0.33% 72
2021
Q3 		$764K Sell
18,419
-807
-4% -$33.9K 0.36% 71
2021
Q2 		$806K Buy
19,226
+13,893
+261% +$588K 0.37% 70
2021
Q1 		$230K Sell
5,333
-100
-2% -$3.8K 0.11% 201
2020
Q4 		$189K Sell
5,433
-14,557
-73% -$473K 0.11% 195
2020
Q3 		$587K Buy
+19,990
New +$589K 0.35% 65

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

Founders Financial Alliance's DON Position: Q2 2026 in Review

Founders Financial Alliance reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 96% in Q2 2026, selling an estimated $2.91M and leaving 1,928 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #493.

Founders Financial Alliance first reported a position in DON in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.87M in Q1 2026. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Founders Financial Alliance held 1,928 shares of WisdomTree US MidCap Dividend Fund worth $109K as of Q2 2026.
  • Founders Financial Alliance sold 52,734 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $2.91M.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #493 holding.
  • Founders Financial Alliance first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's WisdomTree US MidCap Dividend Fund position peaked at $2.87M in Q1 2026.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.