MJT & Associates Financial Advisory’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

MJT & Associates Financial Advisory’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	$6.94M	Buy	122,710 +5,383	+5%	+$297K	4.59%	6
2026 Q1	$6.16M	Sell	117,327 -1,875	-2%	-$101K	4.53%	6
2025 Q4	$6.15M	Buy	119,202 +411	+0.3%	+$21.2K	4.59%	5
2025 Q3	$6.21M	Buy	118,791 +8,107	+7%	+$420K	5.05%	5
2025 Q2	$5.55M	Buy	110,684 +2,124	+2%	+$103K	6.88%	3
2025 Q1	$5.38M	Buy	+108,560	New	+$5.53M	5.16%	5

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MJT & Associates Financial Advisory's DON Position: Q2 2026 in Review

MJT & Associates Financial Advisory increased its WisdomTree US MidCap Dividend Fund (DON) stake by 4.6% in Q2 2026, buying an estimated $297K and bringing the position to 122,710 shares worth $6.94M. The position accounts for 4.59% of the portfolio, ranked #6.

MJT & Associates Financial Advisory first reported a position in DON in Q1 2025 and has held it in 6 quarters since. 73 funds tracked by Wall St. Rank hold DON as of Q2 2026.

MJT & Associates Financial Advisory held 122,710 shares of WisdomTree US MidCap Dividend Fund worth $6.94M as of Q2 2026.
MJT & Associates Financial Advisory bought 5,383 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $297K.
WisdomTree US MidCap Dividend Fund made up 4.59% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #6 holding.
MJT & Associates Financial Advisory first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2025 and has held it in 6 quarters since.
73 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.