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Marino Stram & Associates’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Marino Stram & Associates’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 		$906K Buy
16,037
+11
+0.1% +$606 0.14% 90
2026
Q1 		$842K Sell
16,026
-1,156
-7% -$62.3K 0.15% 89
2025
Q4 		$887K Buy
17,182
+15
+0.1% +$773 0.16% 90
2025
Q3 		$898K Buy
17,167
+15
+0.1% +$777 0.16% 93
2025
Q2 		$860K Sell
17,152
-251
-1% -$12.1K 0.17% 92
2025
Q1 		$862K Buy
17,403
+14
+0.1% +$714 0.19% 87
2024
Q4 		$886K Buy
17,389
+16
+0.1% +$839 0.2% 86
2024
Q3 		$888K Buy
17,373
+15
+0.1% +$733 0.2% 85
2024
Q2 		$812K Buy
17,358
+17
+0.1% +$804 0.2% 86
2024
Q1 		$846K Buy
17,341
+15
+0.1% +$688 0.2% 81
2023
Q4 		$792K Buy
17,326
+18
+0.1% +$755 0.2% 79
2023
Q3 		$709K Buy
17,308
+17
+0.1% +$725 0.21% 78
2023
Q2 		$727K Buy
17,291
+25
+0.1% +$1.01K 0.21% 76
2023
Q1 		$708K Buy
17,266
+19
+0.1% +$808 0.21% 74
2022
Q4 		$710K Sell
17,247
-141
-0.8% -$5.83K 0.22% 71
2022
Q3 		$655K Buy
17,388
+57
+0.3% +$2.35K 0.24% 69
2022
Q2 		$676K Buy
17,331
+1,103
+7% +$46.5K 0.23% 70
2022
Q1 		$721K Buy
16,228
+7
+0% +$306 0.23% 71
2021
Q4 		$720K Sell
16,221
-906
-5% -$39.5K 0.22% 79
2021
Q3 		$710K Buy
+17,127
New +$719K 0.25% 71
2021
Q2 		– Sell
-14,963
Closed -$605K – 256
2021
Q1 		$605K Buy
14,963
+3,859
+35% +$147K 0.24% 68
2020
Q4 		$387K Buy
11,104
+2,149
+24% +$69.9K 0.17% 86
2020
Q3 		$259K Sell
8,955
-5,821
-39% -$172K 0.14% 94
2020
Q2 		$419K Sell
14,776
-1,337
-8% -$36.1K 0.25% 65
2020
Q1 		$389K Buy
+16,113
New +$542K 0.3% 57

Other funds holding DON

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

Marino Stram & Associates's DON Position: Q2 2026 in Review

Marino Stram & Associates increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.07% in Q2 2026, buying an estimated $606 and bringing the position to 16,037 shares worth $906K. The position accounts for 0.14% of the portfolio, ranked #90.

Marino Stram & Associates first reported a position in DON in Q1 2020 and has held it in 25 quarters since. 295 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Marino Stram & Associates held 16,037 shares of WisdomTree US MidCap Dividend Fund worth $906K as of Q2 2026.
  • Marino Stram & Associates bought 11 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $606.
  • WisdomTree US MidCap Dividend Fund made up 0.14% of Marino Stram & Associates's portfolio in Q2 2026, its #90 holding.
  • Marino Stram & Associates first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2020 and has held it in 25 quarters since.
  • 295 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.