MPW
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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

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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 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. 215 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.
  • 215 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.