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Frazier Financial Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Frazier Financial Advisors’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 		$5.37M Buy
94,923
+3,132
+3% +$173K 2.71% 7
2026
Q1 		$4.82M Buy
91,791
+917
+1% +$49.5K 2.67% 7
2025
Q4 		$4.69M Sell
90,874
-737
-0.8% -$38K 2.78% 7
2025
Q3 		$4.79M Buy
91,611
+1,166
+1% +$60.4K 2.94% 7
2025
Q2 		$4.53M Sell
90,445
-1,953
-2% -$94.3K 3.2% 5
2025
Q1 		$4.58M Buy
92,398
+3,308
+4% +$169K 3.53% 5
2024
Q4 		$4.52M Sell
89,090
-1,542
-2% -$80.9K 3.59% 6
2024
Q3 		$4.63M Sell
90,632
-4,447
-5% -$217K 3.6% 5
2024
Q2 		$4.45M Sell
95,079
-152
-0.2% -$7.18K 3.53% 6
2024
Q1 		$4.64M Sell
95,231
-507
-0.5% -$23.3K 3.81% 4
2023
Q4 		$4.37M Buy
+95,738
New +$4.02M 3.8% 5

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

Frazier Financial Advisors's DON Position: Q2 2026 in Review

Frazier Financial Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 3.4% in Q2 2026, buying an estimated $173K and bringing the position to 94,923 shares worth $5.37M. The position accounts for 2.71% of the portfolio, ranked #7.

Frazier Financial Advisors first reported a position in DON in Q4 2023 and has held it in 11 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Frazier Financial Advisors held 94,923 shares of WisdomTree US MidCap Dividend Fund worth $5.37M as of Q2 2026.
  • Frazier Financial Advisors bought 3,132 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $173K.
  • WisdomTree US MidCap Dividend Fund made up 2.71% of Frazier Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Frazier Financial Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.