Millstone Evans Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Millstone Evans 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	$24.1K	Hold	426	–	–	0.01%	473
2026 Q1	$22.4K	Hold	426	–	–	0.01%	464
2025 Q4	$22K	Sell	426 -1	-0.2%	-$52	0.01%	464
2025 Q3	$22.3K	Buy	427 +1	+0.2%	+$52	0.01%	441
2025 Q2	$21.4K	Hold	426	–	–	0.01%	434
2025 Q1	$21.1K	Hold	426	–	–	0.01%	439
2024 Q4	$21.7K	Buy	+426	New	+$22.3K	0.01%	408

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

Millstone Evans Group's DON Position: Q2 2026 in Review

Millstone Evans Group held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 426 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #473.

Millstone Evans 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.

Millstone Evans Group held 426 shares of WisdomTree US MidCap Dividend Fund worth $24.1K as of Q2 2026.
Millstone Evans Group left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #473 holding.
Millstone Evans 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 Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.