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Marathon Strategic Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Marathon Strategic Advisors’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 		$881K Hold
15,590
– – 0.5% 26
2026
Q1 		$819K Hold
15,590
– – 0.59% 25
2025
Q4 		$804K Hold
15,590
– – 0.61% 27
2025
Q3 		$815K Buy
15,590
+310
+2% +$16.1K 0.65% 24
2025
Q2 		$766K Hold
15,280
– – 0.71% 22
2025
Q1 		$757K Sell
15,280
-30
-0.2% -$1.53K 0.81% 20
2024
Q4 		$780K Sell
15,310
-282
-2% -$14.8K 0.84% 20
2024
Q3 		$797K Buy
15,592
+15
+0.1% +$733 0.84% 20
2024
Q2 		$729K Hold
15,577
– – 0.85% 20
2024
Q1 		$760K Hold
15,577
– – 0.92% 16
2023
Q4 		$712K Buy
+15,577
New +$653K 0.96% 19

Other funds holding DON

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Marathon Strategic Advisors's DON Position: Q2 2026 in Review

Marathon Strategic Advisors held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 15,590 shares worth $881K. The position accounts for 0.5% of the portfolio, ranked #26.

Marathon Strategic Advisors first reported a position in DON in Q4 2023 and has held it in 11 quarters since. 126 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Marathon Strategic Advisors held 15,590 shares of WisdomTree US MidCap Dividend Fund worth $881K as of Q2 2026.
  • Marathon Strategic Advisors left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.5% of Marathon Strategic Advisors's portfolio in Q2 2026, its #26 holding.
  • Marathon Strategic Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • 126 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.