MF
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Meridian Financial’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Meridian Financial’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
Q1 		$972K Sell
18,504
-1,609
-8% -$86.8K 0.53% 43
2025
Q4 		$1.04M Sell
20,113
-403
-2% -$20.8K 0.57% 40
2025
Q3 		$1.07M Sell
20,516
-278
-1% -$14.4K 0.6% 35
2025
Q2 		$1.04M Sell
20,794
-591
-3% -$28.5K 0.67% 33
2025
Q1 		$1.06M Sell
21,385
-188
-0.9% -$9.58K 0.74% 31
2024
Q4 		$1.1M Sell
21,573
-827
-4% -$43.4K 0.76% 32
2024
Q3 		$1.15M Sell
22,400
-688
-3% -$33.6K 0.76% 29
2024
Q2 		$1.08M Sell
23,088
-421
-2% -$19.9K 0.78% 30
2024
Q1 		$1.15M Sell
23,509
-494
-2% -$22.7K 0.86% 27
2023
Q4 		$1.1M Sell
24,003
-2,141
-8% -$89.8K 0.86% 27
2023
Q3 		$1.07M Sell
26,144
-906
-3% -$38.6K 1% 26
2023
Q2 		$1.14M Sell
27,050
-604
-2% -$24.5K 1.03% 26
2023
Q1 		$1.13M Sell
27,654
-313
-1% -$13.3K 1.1% 24
2022
Q4 		$1.15M Buy
27,967
+350
+1% +$14.5K 1.21% 22
2022
Q3 		$1.04M Sell
27,617
-689
-2% -$28.4K 1.21% 23
2022
Q2 		$1.1M Sell
28,306
-1,902
-6% -$80.2K 1.24% 21
2022
Q1 		$1.34M Sell
30,208
-141
-0.5% -$6.17K 1.39% 19
2021
Q4 		$1.35M Buy
+30,349
New +$1.32M 1.26% 22

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Meridian Financial's DON Position: Q1 2026 in Review

Meridian Financial reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 8% in Q1 2026, selling an estimated $86.8K and leaving 18,504 shares worth $972K. The position accounts for 0.53% of the portfolio, ranked #43.

Meridian Financial first reported a position in DON in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.35M in Q4 2021. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Meridian Financial held 18,504 shares of WisdomTree US MidCap Dividend Fund worth $972K as of Q1 2026.
  • Meridian Financial sold 1,609 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $86.8K.
  • WisdomTree US MidCap Dividend Fund made up 0.53% of Meridian Financial's portfolio in Q1 2026, its #43 holding.
  • Meridian Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and has held it in 18 quarters since.
  • Meridian Financial's WisdomTree US MidCap Dividend Fund position peaked at $1.35M in Q4 2021.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Meridian Financial's 13F filing for Q1 2026, filed 21 Apr 2026.