MFG
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Merit Financial Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Merit Financial Group’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 		$1.36M Buy
24,097
+2,415
+11% +$133K 0.01% 917
2026
Q1 		$1.14M Sell
21,682
-3,600
-14% -$194K 0.01% 924
2025
Q4 		$1.3M Sell
25,282
-6,364
-20% -$328K 0.01% 810
2025
Q3 		$1.66M Sell
31,646
-7,501
-19% -$388K 0.02% 644
2025
Q2 		$1.96M Buy
39,147
+2,861
+8% +$138K 0.02% 531
2025
Q1 		$1.8M Buy
36,286
+807
+2% +$41.1K 0.03% 463
2024
Q4 		$1.81M Buy
35,479
+5,459
+18% +$286K 0.03% 373
2024
Q3 		$1.53M Sell
30,020
-14,603
-33% -$714K 0.03% 325
2024
Q2 		$2.09M Sell
44,623
-1,789
-4% -$84.6K 0.05% 261
2024
Q1 		$2.18M Buy
46,412
+1,251
+3% +$57.4K 0.05% 255
2023
Q4 		$2.06M Buy
45,161
+4,756
+12% +$200K 0.06% 202
2023
Q3 		$1.66M Buy
40,405
+1,009
+3% +$43K 0.05% 250
2023
Q2 		$1.66M Sell
39,396
-101
-0.3% -$4.1K 0.05% 253
2023
Q1 		$1.62M Buy
39,497
+2,086
+6% +$88.7K 0.06% 229
2022
Q4 		$1.54M Buy
37,411
+25,846
+223% +$1.07M 0.06% 231
2022
Q3 		$436K Buy
+11,565
New +$476K 0.02% 377

Other funds holding DON

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
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Merit Financial Group's DON Position: Q2 2026 in Review

Merit Financial Group increased its WisdomTree US MidCap Dividend Fund (DON) stake by 11% in Q2 2026, buying an estimated $133K and bringing the position to 24,097 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #917.

Merit Financial Group first reported a position in DON in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.18M in Q1 2024. 73 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Merit Financial Group held 24,097 shares of WisdomTree US MidCap Dividend Fund worth $1.36M as of Q2 2026.
  • Merit Financial Group bought 2,415 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $133K.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #917 holding.
  • Merit Financial Group first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2022 and has held it in 16 quarters since.
  • Merit Financial Group's WisdomTree US MidCap Dividend Fund position peaked at $2.18M in Q1 2024.
  • 73 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.