Milestone Asset Management Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Milestone Asset Management 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	$885K	Buy	15,662 +641	+4%	+$35.3K	0.45%	55
2026 Q1	$789K	Buy	15,021 +2,440	+19%	+$132K	0.46%	54
2025 Q4	$649K	Buy	12,581 +1,366	+12%	+$70.4K	0.37%	60
2025 Q3	$587K	Buy	11,215 +733	+7%	+$38K	0.37%	64
2025 Q2	$525K	Sell	10,482 -6,819	-39%	-$329K	0.39%	63
2025 Q1	$867K	Buy	17,301 +10,357	+149%	+$528K	0.78%	40
2024 Q4	$354K	Buy	+6,944	New	+$364K	0.32%	70

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

Milestone Asset Management Group's DON Position: Q2 2026 in Review

Milestone Asset Management Group increased its WisdomTree US MidCap Dividend Fund (DON) stake by 4.3% in Q2 2026, buying an estimated $35.3K and bringing the position to 15,662 shares worth $885K. The position accounts for 0.45% of the portfolio, ranked #55.

Milestone Asset Management Group first reported a position in DON in Q4 2024 and has held it in 7 quarters since. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Milestone Asset Management Group held 15,662 shares of WisdomTree US MidCap Dividend Fund worth $885K as of Q2 2026.
Milestone Asset Management Group bought 641 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $35.3K.
WisdomTree US MidCap Dividend Fund made up 0.45% of Milestone Asset Management Group's portfolio in Q2 2026, its #55 holding.
Milestone Asset Management Group first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.