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Medallion Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Medallion Wealth 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 		$443K Buy
7,834
+7
+0.1% +$386 0.14% 138
2026
Q1 		$411K Sell
7,827
-277
-3% -$14.9K 0.13% 151
2025
Q4 		$418K Buy
8,104
+385
+5% +$19.8K 0.14% 144
2025
Q3 		$404K Buy
7,719
+245
+3% +$12.7K 0.14% 146
2025
Q2 		$381K Sell
7,474
-145
-2% -$7K 0.15% 143
2025
Q1 		$378K Buy
7,619
+158
+2% +$8.05K 0.17% 127
2024
Q4 		$380K Buy
+7,461
New +$391K 0.19% 117

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Medallion Wealth Advisors's DON Position: Q2 2026 in Review

Medallion Wealth Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.09% in Q2 2026, buying an estimated $386 and bringing the position to 7,834 shares worth $443K. The position accounts for 0.14% of the portfolio, ranked #138.

Medallion Wealth Advisors first reported a position in DON in Q4 2024 and has held it in 7 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Medallion Wealth Advisors held 7,834 shares of WisdomTree US MidCap Dividend Fund worth $443K as of Q2 2026.
  • Medallion Wealth Advisors bought 7 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $386.
  • WisdomTree US MidCap Dividend Fund made up 0.14% of Medallion Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • Medallion Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.