Front Row Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Front Row 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 Q1	$1.1K	Hold	21	–	–	﹤0.01%	524
2025 Q4	$1.08K	Hold	21	–	–	﹤0.01%	508
2025 Q3	$1.1K	Hold	21	–	–	﹤0.01%	508
2025 Q2	$1.05K	Hold	21	–	–	﹤0.01%	496
2025 Q1	$1.04K	Hold	21	–	–	﹤0.01%	471
2024 Q4	$1.07K	Hold	21	–	–	﹤0.01%	461
2024 Q3	$1.07K	Sell	21 -401	-95%	-$19.6K	﹤0.01%	461
2024 Q2	$19.7K	Buy	422 +38	+10%	+$1.8K	0.01%	434
2024 Q1	$18.7K	Buy	384 +363	+1,729%	+$16.6K	0.01%	438
2023 Q4	$960	Sell	21 -363	-95%	-$15.2K	﹤0.01%	436
2023 Q3	$15.7K	Hold	384	–	–	0.01%	429
2023 Q2	$16K	Hold	384	–	–	0.01%	424
2023 Q1	$16K	Hold	384	–	–	0.01%	415
2022 Q4	$16K	Hold	384	–	–	0.01%	411
2022 Q3	$15K	Buy	384 +22	+6%	+$906	0.01%	432
2022 Q2	$14K	Hold	362	–	–	0.01%	452
2022 Q1	$16K	Buy	362 +70	+24%	+$3.06K	0.01%	460
2021 Q4	$13K	Hold	292	–	–	﹤0.01%	510
2021 Q3	$12K	Hold	292	–	–	0.01%	512
2021 Q2	$12K	Hold	292	–	–	﹤0.01%	516
2021 Q1	$12K	Hold	292	–	–	0.01%	507
2020 Q4	$10K	Hold	292	–	–	0.01%	518
2020 Q3	$10K	Hold	292	–	–	0.01%	507
2020 Q2	$8K	Hold	292	–	–	0.01%	516
2020 Q1	$8K	Buy	292 +168	+135%	+$5.66K	0.01%	507
2019 Q4	$5K	Hold	124	–	–	﹤0.01%	608
2019 Q3	$5K	Buy	124 +21	+20%	+$751	﹤0.01%	587
2019 Q2	$4K	Hold	103	–	–	﹤0.01%	639
2019 Q1	$4K	Hold	103	–	–	﹤0.01%	635
2018 Q4	$3K	Hold	103	–	–	﹤0.01%	665
2018 Q3	$3	Hold	103	–	–	﹤0.01%	677
2018 Q2	$4	Hold	103	–	–	﹤0.01%	658
2018 Q1	$4K	Sell	103 -11	-10%	-$384	﹤0.01%	615
2017 Q4	$4K	Buy	+114	New	+$3.9K	﹤0.01%	558

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Front Row Advisors's DON Position: Q1 2026 in Review

Front Row Advisors held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q1 2026 at 21 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Front Row Advisors first reported a position in DON in Q4 2017 and has held it in 34 quarters since. The position peaked at $19.7K in Q2 2024. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Front Row Advisors held 21 shares of WisdomTree US MidCap Dividend Fund worth $1.1K as of Q1 2026.
Front Row Advisors left its WisdomTree US MidCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Front Row Advisors's portfolio in Q1 2026, its #524 holding.
Front Row Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2017 and has held it in 34 quarters since.
Front Row Advisors's WisdomTree US MidCap Dividend Fund position peaked at $19.7K in Q2 2024.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Front Row Advisors's 13F filing for Q1 2026, filed 19 May 2026.