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 Q3	$2.51M	Sell	46,556 -220	-0.5%	-$12.6K	0.75%	51
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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

HF Advisory Group's DON Position: Q3 2026 in Review

HF Advisory Group reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.47% in Q3 2026, selling an estimated $12.6K and leaving 46,556 shares worth $2.51M. The position accounts for 0.75% of the portfolio, ranked #51.

HF Advisory Group first reported a position in DON in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.64M in Q2 2026. 75 funds tracked by Wall St. Rank hold DON as of Q3 2026.

HF Advisory Group held 46,556 shares of WisdomTree US MidCap Dividend Fund worth $2.51M as of Q3 2026.
HF Advisory Group sold 220 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $12.6K.
WisdomTree US MidCap Dividend Fund made up 0.75% of HF Advisory Group's portfolio in Q3 2026, its #51 holding.
HF Advisory Group first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and has held it in 16 quarters since.
HF Advisory Group's WisdomTree US MidCap Dividend Fund position peaked at $2.64M in Q2 2026.
75 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.