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 Q2	$4.52M	Buy	80,053 +3,002	+4%	+$165K	0.12%	146
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 $1.55T 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

Larson Financial Group's DON Position: Q2 2026 in Review

Larson Financial Group increased its WisdomTree US MidCap Dividend Fund (DON) stake by 3.9% in Q2 2026, buying an estimated $165K and bringing the position to 80,053 shares worth $4.52M. The position accounts for 0.12% of the portfolio, ranked #146.

Larson Financial Group first reported a position in DON in Q2 2024 and has held it in 9 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Larson Financial Group held 80,053 shares of WisdomTree US MidCap Dividend Fund worth $4.52M as of Q2 2026.
Larson Financial Group bought 3,002 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $165K.
WisdomTree US MidCap Dividend Fund made up 0.12% of Larson Financial Group's portfolio in Q2 2026, its #146 holding.
Larson Financial Group first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2024 and has held it in 9 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.