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Melone Private Wealth’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Melone Private Wealth’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 		$8.58M Buy
151,892
+1,454
+1% +$80.1K 3.27% 12
2026
Q1 		$7.9M Sell
150,438
-5,953
-4% -$321K 3.23% 12
2025
Q4 		$8.07M Sell
156,391
-191,596
-55% -$9.87M 3.42% 11
2025
Q3 		$18.2M Buy
347,987
+13,457
+4% +$697K 8.24% 1
2025
Q2 		$16.7M Buy
334,530
+7,741
+2% +$374K 8.55% 1
2025
Q1 		$16.2M Buy
326,789
+5,830
+2% +$297K 8.47% 2
2024
Q4 		$16.4M Sell
320,959
-20,521
-6% -$1.08M 8.48% 2
2024
Q3 		$17.5M Buy
341,480
+8,779
+3% +$429K 9.27% 1
2024
Q2 		$15.6M Buy
332,701
+4,170
+1% +$197K 9.22% 1
2024
Q1 		$16M Buy
328,531
+1,492
+0.5% +$68.4K 9.62% 1
2023
Q4 		$14.9M Buy
327,039
+12,151
+4% +$510K 9.51% 1
2023
Q3 		$12.9M Buy
314,888
+16,932
+6% +$722K 9.22% 1
2023
Q2 		$12.5M Buy
297,956
+19,185
+7% +$778K 8.84% 1
2023
Q1 		$11.2M Buy
278,771
+49,376
+22% +$2.1M 8.56% 1
2022
Q4 		$9.44M Buy
229,395
+5,254
+2% +$217K 8% 1
2022
Q3 		$8.86M Buy
224,141
+6,302
+3% +$259K 7.74% 1
2022
Q2 		$8.61M Buy
217,839
+2,147
+1% +$90.5K 7.3% 1
2022
Q1 		$9.34M Buy
215,692
+6,770
+3% +$296K 7.62% 1
2021
Q4 		$9.27M Buy
+208,922
New +$9.12M 6.97% 1

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

Melone Private Wealth's DON Position: Q2 2026 in Review

Melone Private Wealth increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.97% in Q2 2026, buying an estimated $80.1K and bringing the position to 151,892 shares worth $8.58M. The position accounts for 3.27% of the portfolio, ranked #12.

Melone Private Wealth first reported a position in DON in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.2M in Q3 2025. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Melone Private Wealth held 151,892 shares of WisdomTree US MidCap Dividend Fund worth $8.58M as of Q2 2026.
  • Melone Private Wealth bought 1,454 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $80.1K.
  • WisdomTree US MidCap Dividend Fund made up 3.27% of Melone Private Wealth's portfolio in Q2 2026, its #12 holding.
  • Melone Private Wealth first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • Melone Private Wealth's WisdomTree US MidCap Dividend Fund position peaked at $18.2M in Q3 2025.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.