Golden State Equity Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Golden State Equity Partners’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	$61.1K	Hold	1,081	–	–	0.16%	78
2026 Q1	$56.8K	Buy	+1,081	New	+$58.3K	﹤0.01%	867
2021 Q4	–	Sell	-6,791	Closed	-$282K	–	198
2021 Q3	$282K	Buy	6,791 +414	+6%	+$17.4K	0.11%	182
2021 Q2	$268K	Buy	+6,377	New	+$270K	0.1%	197

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 $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Golden State Equity Partners's DON Position: Q2 2026 in Review

Golden State Equity Partners held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 1,081 shares worth $61.1K. The position accounts for 0.16% of the portfolio, ranked #78.

Golden State Equity Partners first reported a position in DON in Q2 2021 and has held it in 4 quarters since. The position peaked at $282K in Q3 2021. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Golden State Equity Partners held 1,081 shares of WisdomTree US MidCap Dividend Fund worth $61.1K as of Q2 2026.
Golden State Equity Partners left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.16% of Golden State Equity Partners's portfolio in Q2 2026, its #78 holding.
Golden State Equity Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2021 and has held it in 4 quarters since.
Golden State Equity Partners's WisdomTree US MidCap Dividend Fund position peaked at $282K in Q3 2021.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.