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 Q3	$3.64M	Sell	67,449 -12,604	-16%	-$720K	0.09%	182
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Marion Wealth Management Monroeville, Pennsylvania $508M AUM 13.53% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Concord Wealth Partners Abingdon, Virginia $860M AUM 17.87% 1-Year Est. Return

Larson Financial Group's DON Position: Q3 2026 in Review

Larson Financial Group reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 16% in Q3 2026, selling an estimated $720K and leaving 67,449 shares worth $3.64M. The position accounts for 0.09% of the portfolio, ranked #182.

Larson Financial Group first reported a position in DON in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.52M in Q2 2026. 276 funds tracked by Wall St. Rank hold DON as of Q3 2026.

Larson Financial Group held 67,449 shares of WisdomTree US MidCap Dividend Fund worth $3.64M as of Q3 2026.
Larson Financial Group sold 12,604 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $720K.
WisdomTree US MidCap Dividend Fund made up 0.09% of Larson Financial Group's portfolio in Q3 2026, its #182 holding.
Larson Financial Group first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2024 and has held it in 10 quarters since.
Larson Financial Group's WisdomTree US MidCap Dividend Fund position peaked at $4.52M in Q2 2026.
276 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.