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

Friday Financial’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	$813K	Hold	14,350	–	–	0.22%	56
2026 Q1	$754K	Hold	14,350	–	–	0.26%	48
2025 Q4	$740K	Buy	14,350 +5,524	+63%	+$285K	0.26%	49
2025 Q3	$462K	Buy	8,826 +1,822	+26%	+$94.4K	0.19%	59
2025 Q2	$351K	Hold	7,004	–	–	0.18%	67
2025 Q1	$352K	Buy	7,004 +500	+8%	+$25.5K	0.21%	56
2024 Q4	$332K	Buy	+6,504	New	+$341K	0.23%	52

Other funds holding DON

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

TBFA

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Friday Financial's DON Position: Q2 2026 in Review

Friday Financial held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 14,350 shares worth $813K. The position accounts for 0.22% of the portfolio, ranked #56.

Friday Financial first reported a position in DON in Q4 2024 and has held it in 7 quarters since. 104 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Friday Financial held 14,350 shares of WisdomTree US MidCap Dividend Fund worth $813K as of Q2 2026.
Friday Financial left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.22% of Friday Financial's portfolio in Q2 2026, its #56 holding.
Friday Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
104 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Friday Financial's 13F filing for Q2 2026, filed 9 Jul 2026.