Mather Group
DON icon

Mather Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Mather Group’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
Q3 		$1.1M Buy
20,454
+581
+3% +$33.2K 0.01% 353
2026
Q2 		$1.12M Sell
19,873
-5,294
-21% -$292K 0.01% 360
2026
Q1 		$1.32M Sell
25,167
-71
-0.3% -$3.83K 0.01% 285
2025
Q4 		$1.3M Sell
25,238
-1,535
-6% -$79.1K 0.01% 250
2025
Q3 		$1.4M Buy
26,773
+552
+2% +$28.6K 0.01% 235
2025
Q2 		$1.31M Sell
26,221
-459
-2% -$22.2K 0.01% 237
2025
Q1 		$1.32M Sell
26,680
-1,374
-5% -$70K 0.02% 219
2024
Q4 		$1.43M Sell
28,054
-2,242
-7% -$118K 0.02% 202
2024
Q3 		$1.55M Sell
30,296
-17,787
-37% -$869K 0.02% 194
2024
Q2 		$2.35M Sell
48,083
-7,220
-13% -$341K 0.03% 170
2024
Q1 		$2.53M Sell
55,303
-3,004
-5% -$138K 0.04% 144
2023
Q4 		$2.66M Sell
58,307
-4,938
-8% -$207K 0.04% 143
2023
Q3 		$2.59M Buy
63,245
+293
+0.5% +$12.5K 0.05% 136
2023
Q2 		$2.65M Sell
62,952
-2,637
-4% -$107K 0.04% 145
2023
Q1 		$2.69M Sell
65,589
-2,548
-4% -$108K 0.05% 126
2022
Q4 		$2.8M Buy
68,137
+271
+0.4% +$11.2K 0.05% 115
2022
Q3 		$2.56M Sell
67,866
-4,956
-7% -$204K 0.06% 117
2022
Q2 		$2.84M Buy
72,822
+49,502
+212% +$2.09M 0.06% 101
2022
Q1 		$1.04M Buy
+23,320
New +$1.02M 0.02% 166

Other funds holding DON

Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Marion Wealth Management
Marion Wealth Management Monroeville, Pennsylvania $508M AUM 13.53% 1-Year Est. Return
Lee-Kelleher Wealth Management
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
White Pine Investment Company
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return
Melone Private Wealth
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Mather Group's DON Position: Q3 2026 in Review

Mather Group increased its WisdomTree US MidCap Dividend Fund (DON) stake by 2.9% in Q3 2026, buying an estimated $33.2K and bringing the position to 20,454 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #353.

Mather Group first reported a position in DON in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.84M in Q2 2022. 110 funds tracked by Wall St. Rank hold DON as of Q3 2026.

  • Mather Group held 20,454 shares of WisdomTree US MidCap Dividend Fund worth $1.1M as of Q3 2026.
  • Mather Group bought 581 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $33.2K.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Mather Group's portfolio in Q3 2026, its #353 holding.
  • Mather Group first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2022 and has held it in 19 quarters since.
  • Mather Group's WisdomTree US MidCap Dividend Fund position peaked at $2.84M in Q2 2022.
  • 110 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.