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Kestra Private Wealth Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Kestra Private Wealth Services’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 		$415K Buy
7,350
+291
+4% +$16K ﹤0.01% 1348
2026
Q1 		$371K Buy
7,059
+1,212
+21% +$65.4K ﹤0.01% 1354
2025
Q4 		$302K Buy
+5,847
New +$301K ﹤0.01% 1419

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kestra Private Wealth Services's DON Position: Q2 2026 in Review

Kestra Private Wealth Services increased its WisdomTree US MidCap Dividend Fund (DON) stake by 4.1% in Q2 2026, buying an estimated $16K and bringing the position to 7,350 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Kestra Private Wealth Services first reported a position in DON in Q4 2025 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Kestra Private Wealth Services held 7,350 shares of WisdomTree US MidCap Dividend Fund worth $415K as of Q2 2026.
  • Kestra Private Wealth Services bought 291 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $16K.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1348 holding.
  • Kestra Private Wealth Services first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.