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

Goldstone Financial Group’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 		$7.9M Sell
139,716
-21,935
-14% -$1.21M 0.72% 36
2026
Q1 		$8.49M Sell
161,651
-43,257
-21% -$2.33M 0.92% 29
2025
Q4 		$10.6M Buy
204,908
+12,463
+6% +$642K 1.18% 26
2025
Q3 		$10.1M Buy
192,445
+18,096
+10% +$937K 1.19% 26
2025
Q2 		$9M Buy
174,349
+7,328
+4% +$354K 1.19% 26
2025
Q1 		$8.27M Buy
167,021
+6,681
+4% +$341K 1.25% 24
2024
Q4 		$8.17M Buy
160,340
+11,539
+8% +$605K 1.28% 24
2024
Q3 		$7.61M Buy
148,801
+22,797
+18% +$1.11M 1.32% 23
2024
Q2 		$5.89M Buy
126,004
+20,435
+19% +$966K 1.18% 23
2024
Q1 		$5.15M Buy
105,569
+5,849
+6% +$268K 1.18% 23
2023
Q4 		$4.56M Buy
99,720
+32,768
+49% +$1.37M 1.18% 24
2023
Q3 		$2.74M Buy
66,952
+14,195
+27% +$605K 0.81% 30
2023
Q2 		$2.22M Buy
52,757
+14,396
+38% +$584K 0.65% 32
2023
Q1 		$1.57M Buy
+38,361
New +$1.63M 0.52% 36

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldstone Financial Group's DON Position: Q2 2026 in Review

Goldstone Financial Group reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 14% in Q2 2026, selling an estimated $1.21M and leaving 139,716 shares worth $7.9M. The position accounts for 0.72% of the portfolio, ranked #36.

Goldstone Financial Group first reported a position in DON in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.6M in Q4 2025. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Goldstone Financial Group held 139,716 shares of WisdomTree US MidCap Dividend Fund worth $7.9M as of Q2 2026.
  • Goldstone Financial Group sold 21,935 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $1.21M.
  • WisdomTree US MidCap Dividend Fund made up 0.72% of Goldstone Financial Group's portfolio in Q2 2026, its #36 holding.
  • Goldstone Financial Group first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's WisdomTree US MidCap Dividend Fund position peaked at $10.6M in Q4 2025.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.