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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Main Street Financial Solutions's DON Position: Q1 2026 in Review

Main Street Financial Solutions increased its WisdomTree US MidCap Dividend Fund (DON) stake by 40% in Q1 2026, buying an estimated $1.75M and bringing the position to 113,577 shares worth $5.97M. The position accounts for 0.43% of the portfolio, ranked #48.

Main Street Financial Solutions first reported a position in DON in Q3 2022 and has held it in 15 quarters since. 464 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Main Street Financial Solutions held 113,577 shares of WisdomTree US MidCap Dividend Fund worth $5.97M as of Q1 2026.
  • Main Street Financial Solutions bought 32,413 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $1.75M.
  • WisdomTree US MidCap Dividend Fund made up 0.43% of Main Street Financial Solutions's portfolio in Q1 2026, its #48 holding.
  • Main Street Financial Solutions first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2022 and has held it in 15 quarters since.
  • 464 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Main Street Financial Solutions's 13F filing for Q1 2026, filed 29 Jul 2026.