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Hantz Financial Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Hantz Financial Services’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 		– Sell
-1,139
Closed -$60K – 2512
2026
Q1 		$60K Buy
+1,139
New +$61.4K ﹤0.01% 1485

Other funds holding DON

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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

Hantz Financial Services's DON Position: Q2 2026 in Review

Hantz Financial Services sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2026, closing a stake of 1,139 shares — an estimated $60K sold.

Hantz Financial Services first reported a position in DON in Q1 2026 and held it in 1 quarter. The position peaked at $60K in Q1 2026. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Hantz Financial Services reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Hantz Financial Services sold 1,139 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $60K.
  • Hantz Financial Services first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2026 and held it in 1 quarter.
  • Hantz Financial Services's WisdomTree US MidCap Dividend Fund position peaked at $60K in Q1 2026.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.