Meridian Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Meridian Wealth Management’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	$4.32M	Sell	76,429 -6,767	-8%	-$373K	0.13%	152
2026 Q1	$4.37M	Sell	83,196 -1,142	-1%	-$61.6K	0.15%	127
2025 Q4	$4.35M	Buy	84,338 +1,321	+2%	+$68.1K	0.15%	119
2025 Q3	$4.34M	Buy	83,017 +770	+0.9%	+$39.9K	0.17%	117
2025 Q2	$4.12M	Buy	82,247 +1,465	+2%	+$70.7K	0.18%	119
2025 Q1	$4M	Buy	80,782 +605	+0.8%	+$30.8K	0.19%	119
2024 Q4	$4.09M	Buy	80,177 +1,965	+3%	+$103K	0.19%	112
2024 Q3	$4M	Buy	78,212 +7,500	+11%	+$367K	0.2%	115
2024 Q2	$3.31M	Buy	+70,712	New	+$3.34M	0.4%	60
2024 Q1	–	Sell	-64,909	Closed	-$2.97M	–	276
2023 Q4	$2.97M	Buy	+64,909	New	+$2.72M	0.19%	125
2021 Q4	–	Sell	-5,706	Closed	-$237K	–	405
2021 Q3	$237K	Buy	+5,706	New	+$240K	0.03%	350

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Meridian Wealth Management's DON Position: Q2 2026 in Review

Meridian Wealth Management reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 8.1% in Q2 2026, selling an estimated $373K and leaving 76,429 shares worth $4.32M. The position accounts for 0.13% of the portfolio, ranked #152.

Meridian Wealth Management first reported a position in DON in Q3 2021 and has held it in 11 quarters since. The position peaked at $4.37M in Q1 2026. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Meridian Wealth Management held 76,429 shares of WisdomTree US MidCap Dividend Fund worth $4.32M as of Q2 2026.
Meridian Wealth Management sold 6,767 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $373K.
WisdomTree US MidCap Dividend Fund made up 0.13% of Meridian Wealth Management's portfolio in Q2 2026, its #152 holding.
Meridian Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2021 and has held it in 11 quarters since.
Meridian Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $4.37M in Q1 2026.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.