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

Founders Financial Securities’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 Q1	–	Sell	-3,881	Closed	-$200K	–	544
2025 Q4	$200K	Buy	+3,881	New	+$200K	0.01%	550
2019 Q4	–	Sell	-7,356	Closed	-$267K	–	127
2019 Q3	$267K	Sell	7,356 -3,417	-32%	-$122K	0.09%	113
2019 Q2	$390K	Buy	10,773 +1,227	+13%	+$44.1K	0.13%	90
2019 Q1	$350K	Buy	9,546 +895	+10%	+$31.3K	0.11%	97
2018 Q4	$274K	Buy	8,651 +700	+9%	+$24K	0.1%	91
2018 Q3	$293K	Buy	+7,951	New	+$293K	0.08%	92

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Founders Financial Securities's DON Position: Q1 2026 in Review

Founders Financial Securities sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2026, closing a stake of 3,881 shares — an estimated $200K sold.

Founders Financial Securities first reported a position in DON in Q3 2018 and held it in 6 quarters. The position peaked at $390K in Q2 2019. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Founders Financial Securities reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
Founders Financial Securities sold 3,881 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $200K.
Founders Financial Securities first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2018 and held it in 6 quarters.
Founders Financial Securities's WisdomTree US MidCap Dividend Fund position peaked at $390K in Q2 2019.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.