Kingswood Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Kingswood Wealth Advisors’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	$2.16M	Sell	38,219 -557	-1%	-$30.7K	0.09%	244
2026 Q1	$2.04M	Sell	38,776 -6,943	-15%	-$374K	0.1%	236
2025 Q4	$2.36M	Sell	45,719 -1,126	-2%	-$58K	0.11%	180
2025 Q3	$2.45M	Buy	+46,845	New	+$2.43M	0.15%	155
2024 Q4	–	Sell	-48,037	Closed	-$2.46M	–	821
2024 Q3	$2.46M	Buy	+48,037	New	+$2.35M	0.18%	128

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

Kingswood Wealth Advisors's DON Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 1.4% in Q2 2026, selling an estimated $30.7K and leaving 38,219 shares worth $2.16M. The position accounts for 0.09% of the portfolio, ranked #244.

Kingswood Wealth Advisors first reported a position in DON in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.46M in Q3 2024. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Kingswood Wealth Advisors held 38,219 shares of WisdomTree US MidCap Dividend Fund worth $2.16M as of Q2 2026.
Kingswood Wealth Advisors sold 557 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $30.7K.
WisdomTree US MidCap Dividend Fund made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #244 holding.
Kingswood Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2024 and has held it in 5 quarters since.
Kingswood Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $2.46M in Q3 2024.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.