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Hoese & Co’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Hoese & Co’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 		$33.7K Sell
624
-85
-12% -$4.86K 0.02% 125
2026
Q2 		$40.1K Hold
709
– – 0.03% 120
2026
Q1 		$37.2K Hold
709
– – 0.03% 102
2025
Q4 		$36.6K Buy
+709
New +$36.5K 0.03% 106

Other funds holding DON

Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Marion Wealth Management
Marion Wealth Management Monroeville, Pennsylvania $508M AUM 13.53% 1-Year Est. Return
Lee-Kelleher Wealth Management
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
White Pine Investment Company
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return
Melone Private Wealth
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Hoese & Co's DON Position: Q3 2026 in Review

Hoese & Co reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 12% in Q3 2026, selling an estimated $4.86K and leaving 624 shares worth $33.7K. The position accounts for 0.02% of the portfolio, ranked #125.

Hoese & Co first reported a position in DON in Q4 2025 and has held it in 4 quarters since. The position peaked at $40.1K in Q2 2026. 125 funds tracked by Wall St. Rank hold DON as of Q3 2026.

  • Hoese & Co held 624 shares of WisdomTree US MidCap Dividend Fund worth $33.7K as of Q3 2026.
  • Hoese & Co sold 85 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $4.86K.
  • WisdomTree US MidCap Dividend Fund made up 0.02% of Hoese & Co's portfolio in Q3 2026, its #125 holding.
  • Hoese & Co first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2025 and has held it in 4 quarters since.
  • Hoese & Co's WisdomTree US MidCap Dividend Fund position peaked at $40.1K in Q2 2026.
  • 125 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.