MHR
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Matthew Hamilton Rosenberg’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Matthew Hamilton Rosenberg’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 		$1.13K Hold
21
– – ﹤0.01% 777
2026
Q2 		$1.19K Hold
21
– – ﹤0.01% 757
2026
Q1 		$1.1K Buy
+21
New +$1.13K ﹤0.01% 757

Other funds holding DON

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Matthew Hamilton Rosenberg's DON Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q3 2026 at 21 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Matthew Hamilton Rosenberg first reported a position in DON in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.19K in Q2 2026. 25 funds tracked by Wall St. Rank hold DON as of Q3 2026.

  • Matthew Hamilton Rosenberg held 21 shares of WisdomTree US MidCap Dividend Fund worth $1.13K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its WisdomTree US MidCap Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #777 holding.
  • Matthew Hamilton Rosenberg first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2026 and has held it in 3 quarters since.
  • Matthew Hamilton Rosenberg's WisdomTree US MidCap Dividend Fund position peaked at $1.19K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.