Larson Financial Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Larson Financial Group’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 Q1	$4.05M	Buy	77,051 +2,630	+4%	+$142K	0.13%	142
2025 Q4	$3.84M	Buy	74,421 +3,300	+5%	+$170K	0.13%	147
2025 Q3	$3.72M	Buy	71,121 +19,567	+38%	+$1.01M	0.13%	146
2025 Q2	$2.58M	Buy	51,554 +7,930	+18%	+$383K	0.1%	182
2025 Q1	$2.16M	Buy	43,624 +12,631	+41%	+$644K	0.1%	177
2024 Q4	$1.58M	Buy	30,993 +837	+3%	+$43.9K	0.08%	197
2024 Q3	$1.54M	Buy	30,156 +1,063	+4%	+$52K	0.09%	189
2024 Q2	$1.36M	Buy	+29,093	New	+$1.38M	0.09%	169

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Larson Financial Group's DON Position: Q1 2026 in Review

Larson Financial Group increased its WisdomTree US MidCap Dividend Fund (DON) stake by 3.5% in Q1 2026, buying an estimated $142K and bringing the position to 77,051 shares worth $4.05M. The position accounts for 0.13% of the portfolio, ranked #142.

Larson Financial Group first reported a position in DON in Q2 2024 and has held it in 8 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Larson Financial Group held 77,051 shares of WisdomTree US MidCap Dividend Fund worth $4.05M as of Q1 2026.
Larson Financial Group bought 2,630 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $142K.
WisdomTree US MidCap Dividend Fund made up 0.13% of Larson Financial Group's portfolio in Q1 2026, its #142 holding.
Larson Financial Group first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2024 and has held it in 8 quarters since.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.