Holos Integrated Wealth’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Holos Integrated Wealth’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	$1.04M	Buy	18,736 +15	+0.1%	+$857	0.47%	34
2026 Q2	$1.06M	Buy	18,721 +16	+0.1%	+$882	0.5%	33
2026 Q1	$993K	Sell	18,705 -1,876	-9%	-$101K	0.5%	33
2025 Q4	$1.07M	Buy	20,581 +18	+0.1%	+$928	0.6%	26
2025 Q3	$1.03M	Buy	20,563 +4	+0%	+$207	0.61%	23
2025 Q2	$1.04M	Buy	20,559 +19	+0.1%	+$917	0.63%	23
2025 Q1	$1.02M	Sell	20,540 -24	-0.1%	-$1.22K	0.67%	25
2024 Q4	$1.05M	Buy	+20,564	New	+$1.08M	0.72%	24

Other funds holding DON

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

Marion Wealth Management Monroeville, Pennsylvania $508M AUM 13.53% 1-Year Est. Return

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

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 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

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

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

Holos Integrated Wealth's DON Position: Q3 2026 in Review

Holos Integrated Wealth increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.08% in Q3 2026, buying an estimated $857 and bringing the position to 18,736 shares worth $1.04M. The position accounts for 0.47% of the portfolio, ranked #34.

Holos Integrated Wealth first reported a position in DON in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q4 2025. 125 funds tracked by Wall St. Rank hold DON as of Q3 2026.

Holos Integrated Wealth held 18,736 shares of WisdomTree US MidCap Dividend Fund worth $1.04M as of Q3 2026.
Holos Integrated Wealth bought 15 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $857.
WisdomTree US MidCap Dividend Fund made up 0.47% of Holos Integrated Wealth's portfolio in Q3 2026, its #34 holding.
Holos Integrated Wealth first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's WisdomTree US MidCap Dividend Fund position peaked at $1.07M in Q4 2025.
125 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.