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
Q2 		$1.05M Buy
18,511
+7
+0% +$386 0.5% 45
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 $1.55T 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

Meridian Financial's DON Position: Q2 2026 in Review

Meridian Financial increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.04% in Q2 2026, buying an estimated $386 and bringing the position to 18,511 shares worth $1.05M. The position accounts for 0.5% of the portfolio, ranked #45.

Meridian Financial first reported a position in DON in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.35M in Q4 2021. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Meridian Financial held 18,511 shares of WisdomTree US MidCap Dividend Fund worth $1.05M as of Q2 2026.
  • Meridian Financial bought 7 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $386.
  • WisdomTree US MidCap Dividend Fund made up 0.5% of Meridian Financial's portfolio in Q2 2026, its #45 holding.
  • Meridian Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • Meridian Financial's WisdomTree US MidCap Dividend Fund position peaked at $1.35M in Q4 2021.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.