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 Q3	$813K	Buy	14,971 +621	+4%	+$35.5K	0.16%	61
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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Friday Financial's DON Position: Q3 2026 in Review

Friday Financial increased its WisdomTree US MidCap Dividend Fund (DON) stake by 4.3% in Q3 2026, buying an estimated $35.5K and bringing the position to 14,971 shares worth $813K. The position accounts for 0.16% of the portfolio, ranked #61.

Friday Financial first reported a position in DON in Q4 2024 and has held it in 8 quarters since. The position peaked at $813K in Q2 2026. 91 funds tracked by Wall St. Rank hold DON as of Q3 2026.

Friday Financial held 14,971 shares of WisdomTree US MidCap Dividend Fund worth $813K as of Q3 2026.
Friday Financial bought 621 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $35.5K.
WisdomTree US MidCap Dividend Fund made up 0.16% of Friday Financial's portfolio in Q3 2026, its #61 holding.
Friday Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 8 quarters since.
Friday Financial's WisdomTree US MidCap Dividend Fund position peaked at $813K in Q2 2026.
91 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.