BFC Planning, Inc.’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

BFC Planning, Inc.’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	$522K	Sell	9,229 -710	-7%	-$39.1K	0.02%	591
2026 Q1	$522K	Buy	9,939 +5,330	+116%	+$287K	0.02%	556
2025 Q4	$238K	Buy	4,609 +2,182	+90%	+$112K	0.01%	813
2025 Q3	$127K	Hold	2,427	–	–	0.01%	837
2025 Q2	$122K	Sell	2,427 -275	-10%	-$13.3K	0.01%	805
2025 Q1	$134K	Buy	2,702 +132	+5%	+$6.73K	0.01%	756
2024 Q4	$131K	Buy	+2,570	New	+$135K	0.01%	758

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFC Planning, Inc.'s DON Position: Q2 2026 in Review

BFC Planning, Inc. reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 7.1% in Q2 2026, selling an estimated $39.1K and leaving 9,229 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #591.

BFC Planning, Inc. first reported a position in DON in Q4 2024 and has held it in 7 quarters since. The position peaked at $522K in Q1 2026. 476 funds tracked by Wall St. Rank hold DON as of Q2 2026.

BFC Planning, Inc. held 9,229 shares of WisdomTree US MidCap Dividend Fund worth $522K as of Q2 2026.
BFC Planning, Inc. sold 710 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $39.1K.
WisdomTree US MidCap Dividend Fund made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #591 holding.
BFC Planning, Inc. first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s WisdomTree US MidCap Dividend Fund position peaked at $522K in Q1 2026.
476 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.