Main Street Financial Solutions’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Main Street Financial Solutions’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	$6.63M	Buy	117,357 +3,780	+3%	+$208K	0.43%	51
2026 Q1	$5.97M	Buy	113,577 +32,413	+40%	+$1.75M	0.43%	48
2025 Q4	$4.19M	Buy	81,164 +1,975	+2%	+$102K	0.31%	67
2025 Q3	$4.14M	Buy	79,189 +2,050	+3%	+$106K	0.27%	78
2025 Q2	$3.87M	Sell	77,139 -1,622	-2%	-$78.3K	0.28%	78
2025 Q1	$3.9M	Buy	78,761 +4,730	+6%	+$241K	0.34%	61
2024 Q4	$3.77M	Sell	74,031 -97	-0.1%	-$5.09K	0.37%	52
2024 Q3	$3.79M	Buy	74,128 +890	+1%	+$43.5K	0.35%	54
2024 Q2	$3.43M	Buy	73,238 +549	+0.8%	+$25.9K	0.32%	59
2024 Q1	$3.55M	Sell	72,689 -34,814	-32%	-$1.6M	0.38%	50
2023 Q4	$4.91M	Sell	107,503 -3,315	-3%	-$139K	0.63%	30
2023 Q3	$4.54M	Sell	110,818 -488	-0.4%	-$20.8K	0.64%	32
2023 Q2	$4.68M	Buy	111,306 +604	+0.5%	+$24.5K	0.63%	34
2023 Q1	$4.54M	Buy	110,702 +3,235	+3%	+$137K	0.67%	30
2022 Q4	$4.42M	Sell	107,467 -2,884	-3%	-$119K	0.7%	30
2022 Q3	$4.28M	Buy	+110,351	New	+$4.54M	0.71%	31

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

Main Street Financial Solutions's DON Position: Q2 2026 in Review

Main Street Financial Solutions increased its WisdomTree US MidCap Dividend Fund (DON) stake by 3.3% in Q2 2026, buying an estimated $208K and bringing the position to 117,357 shares worth $6.63M. The position accounts for 0.43% of the portfolio, ranked #51.

Main Street Financial Solutions first reported a position in DON in Q3 2022 and has held it in 16 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Main Street Financial Solutions held 117,357 shares of WisdomTree US MidCap Dividend Fund worth $6.63M as of Q2 2026.
Main Street Financial Solutions bought 3,780 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $208K.
WisdomTree US MidCap Dividend Fund made up 0.43% of Main Street Financial Solutions's portfolio in Q2 2026, its #51 holding.
Main Street Financial Solutions first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2022 and has held it in 16 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.