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

Founders Grove Wealth Partners’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	$3.25M	Sell	57,442 -281	-0.5%	-$15.5K	0.65%	40
2026 Q1	$3.03M	Sell	57,723 -1,849	-3%	-$99.7K	0.69%	38
2025 Q4	$3.07M	Sell	59,572 -432	-0.7%	-$22.3K	0.69%	35
2025 Q3	$3.14M	Sell	60,004 -7	-0%	-$363	0.74%	34
2025 Q2	$3.01M	Sell	60,011 -2,104	-3%	-$102K	0.75%	33
2025 Q1	$3.08M	Sell	62,115 -625	-1%	-$31.9K	0.86%	31
2024 Q4	$3.2M	Buy	+62,740	New	+$3.29M	0.93%	30

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

Founders Grove Wealth Partners's DON Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.49% in Q2 2026, selling an estimated $15.5K and leaving 57,442 shares worth $3.25M. The position accounts for 0.65% of the portfolio, ranked #40.

Founders Grove Wealth Partners first reported a position in DON in Q4 2024 and has held it in 7 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Founders Grove Wealth Partners held 57,442 shares of WisdomTree US MidCap Dividend Fund worth $3.25M as of Q2 2026.
Founders Grove Wealth Partners sold 281 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $15.5K.
WisdomTree US MidCap Dividend Fund made up 0.65% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #40 holding.
Founders Grove Wealth Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.