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

LifeSteps Financial’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 		$25.3K Buy
+447
New +$24.6K 0.01% 277
2024
Q2 		– Sell
-527
Closed -$25.7K – 169
2024
Q1 		$25.7K Buy
+527
New +$24.2K 0.02% 206

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

LifeSteps Financial's DON Position: Q2 2026 in Review

LifeSteps Financial opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2026: 447 shares worth $25.3K. The stake represents 0.01% of the portfolio and ranks #277 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in DON as recently as Q1 2024.

LifeSteps Financial first reported a position in DON in Q1 2024 and has held it in 2 quarters since. The position peaked at $25.7K in Q1 2024. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • LifeSteps Financial held 447 shares of WisdomTree US MidCap Dividend Fund worth $25.3K as of Q2 2026.
  • WisdomTree US MidCap Dividend Fund was a new LifeSteps Financial position in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #277 holding.
  • LifeSteps Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's WisdomTree US MidCap Dividend Fund position peaked at $25.7K in Q1 2024.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.