JPL Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

JPL Wealth Management’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	$4.9M	Sell	86,608 -2,706	-3%	-$149K	0.97%	38
2026 Q1	$4.69M	Sell	89,314 -684	-0.8%	-$36.9K	1.08%	31
2025 Q4	$4.64M	Sell	89,998 -107	-0.1%	-$5.51K	1.13%	34
2025 Q3	$4.71M	Buy	90,105 +586	+0.7%	+$30.3K	1.12%	32
2025 Q2	$4.49M	Buy	89,519 +1,530	+2%	+$73.9K	1.21%	32
2025 Q1	$4.36M	Buy	87,989 +4,016	+5%	+$205K	1.24%	28
2024 Q4	$4.28M	Buy	+83,973	New	+$4.4M	1.23%	24
2024 Q2	$2.83M	Buy	60,490 +3,311	+6%	+$156K	1.39%	24
2024 Q1	$2.79M	Buy	57,179 +12,991	+29%	+$596K	1.54%	21
2023 Q4	$2.02M	Buy	+44,188	New	+$1.85M	1.45%	20

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

JPL Wealth Management's DON Position: Q2 2026 in Review

JPL Wealth Management reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 3% in Q2 2026, selling an estimated $149K and leaving 86,608 shares worth $4.9M. The position accounts for 0.97% of the portfolio, ranked #38.

JPL Wealth Management first reported a position in DON in Q4 2023 and has held it in 10 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

JPL Wealth Management held 86,608 shares of WisdomTree US MidCap Dividend Fund worth $4.9M as of Q2 2026.
JPL Wealth Management sold 2,706 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $149K.
WisdomTree US MidCap Dividend Fund made up 0.97% of JPL Wealth Management's portfolio in Q2 2026, its #38 holding.
JPL Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and has held it in 10 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.