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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
Q2 		$40.1K Hold
709
– – 0.03% 120
2026
Q1 		$37.3K Hold
709
– – 0.03% 102
2025
Q4 		$36.6K Buy
+709
New +$36.5K 0.03% 106

Other funds holding DON

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hoese & Co's DON Position: Q2 2026 in Review

Hoese & Co held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 709 shares worth $40.1K. The position accounts for 0.03% of the portfolio, ranked #120.

Hoese & Co first reported a position in DON in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Hoese & Co held 709 shares of WisdomTree US MidCap Dividend Fund worth $40.1K as of Q2 2026.
  • Hoese & Co left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.03% of Hoese & Co's portfolio in Q2 2026, its #120 holding.
  • Hoese & Co first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.