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Frankly Finances’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Frankly Finances’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 		$20.5K Hold
362
– – 0.02% 76
2026
Q1 		$19K Hold
362
– – 0.02% 59
2025
Q4 		$18.7K Buy
+362
New +$18.7K 0.02% 58

Other funds holding DON

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

Frankly Finances's DON Position: Q2 2026 in Review

Frankly Finances held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 362 shares worth $20.5K. The position accounts for 0.02% of the portfolio, ranked #76.

Frankly Finances first reported a position in DON in Q4 2025 and has held it in 3 quarters since. 322 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Frankly Finances held 362 shares of WisdomTree US MidCap Dividend Fund worth $20.5K as of Q2 2026.
  • Frankly Finances left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.02% of Frankly Finances's portfolio in Q2 2026, its #76 holding.
  • Frankly Finances first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 322 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Frankly Finances's 13F filing for Q2 2026, filed 13 Jul 2026.