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

Mosley 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 		$1.22M Buy
21,523
+20,315
+1,682% +$1.12M 0.39% 46
2026
Q1 		$63.2K Buy
+1,208
New +$65.1K 0.03% 195

Other funds holding DON

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

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

Mosley Wealth Management increased its WisdomTree US MidCap Dividend Fund (DON) stake by 1,682% in Q2 2026, buying an estimated $1.12M and bringing the position to 21,523 shares worth $1.22M. The position accounts for 0.39% of the portfolio, ranked #46.

Mosley Wealth Management first reported a position in DON in Q1 2026 and has held it in 2 quarters since. 297 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Mosley Wealth Management held 21,523 shares of WisdomTree US MidCap Dividend Fund worth $1.22M as of Q2 2026.
  • Mosley Wealth Management bought 20,315 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $1.12M.
  • WisdomTree US MidCap Dividend Fund made up 0.39% of Mosley Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Mosley Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 297 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.