HF Advisory Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

HF Advisory 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	$2.64M	Buy	46,776 +982	+2%	+$54.1K	0.82%	48
2026 Q1	$2.41M	Buy	45,794 +3,490	+8%	+$188K	0.82%	45
2025 Q4	$2.18M	Buy	42,304 +1,632	+4%	+$84.1K	0.76%	49
2025 Q3	$2.13M	Buy	40,672 +2,153	+6%	+$111K	0.78%	50
2025 Q2	$1.93M	Sell	38,519 -1,267	-3%	-$61.2K	0.76%	48
2025 Q1	$1.97M	Buy	39,786 +2,625	+7%	+$134K	0.86%	38
2024 Q4	$1.89M	Buy	37,161 +920	+3%	+$48.3K	0.87%	38
2024 Q3	$1.85M	Sell	36,241 -3,221	-8%	-$157K	0.86%	39
2024 Q2	$1.85M	Buy	39,462 +4,314	+12%	+$204K	0.95%	33
2024 Q1	$1.71M	Buy	35,148 +4,653	+15%	+$213K	0.96%	33
2023 Q4	$1.39M	Buy	30,495 +3,833	+14%	+$161K	0.89%	38
2023 Q3	$1.1M	Sell	26,662 -356	-1%	-$15.2K	0.81%	45
2023 Q2	$1.14M	Buy	27,018 +1,681	+7%	+$68.2K	0.9%	38
2023 Q1	$1.04M	Sell	25,337 -47	-0.2%	-$2K	0.92%	35
2022 Q4	$1.04M	Buy	+25,384	New	+$1.05M	1.06%	24

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

HF Advisory Group's DON Position: Q2 2026 in Review

HF Advisory Group increased its WisdomTree US MidCap Dividend Fund (DON) stake by 2.1% in Q2 2026, buying an estimated $54.1K and bringing the position to 46,776 shares worth $2.64M. The position accounts for 0.82% of the portfolio, ranked #48.

HF Advisory Group first reported a position in DON in Q4 2022 and has held it in 15 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

HF Advisory Group held 46,776 shares of WisdomTree US MidCap Dividend Fund worth $2.64M as of Q2 2026.
HF Advisory Group bought 982 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $54.1K.
WisdomTree US MidCap Dividend Fund made up 0.82% of HF Advisory Group's portfolio in Q2 2026, its #48 holding.
HF Advisory Group first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and has held it in 15 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.