Nikulski Financial’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Nikulski Financial’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	$4.56M	Sell	80,685 -2,488	-3%	-$137K	0.98%	32
2026 Q1	$4.37M	Sell	83,173 -4,188	-5%	-$226K	1.08%	29
2025 Q4	$4.51M	Sell	87,361 -5,790	-6%	-$298K	1.08%	25
2025 Q3	$4.87M	Sell	93,151 -168	-0.2%	-$8.7K	1.22%	22
2025 Q2	$4.68M	Buy	93,319 +202	+0.2%	+$9.75K	1.28%	21
2025 Q1	$4.61M	Buy	93,117 +1,762	+2%	+$89.8K	1.39%	19
2024 Q4	$4.66M	Buy	+91,355	New	+$4.79M	1.37%	18

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

Nikulski Financial's DON Position: Q2 2026 in Review

Nikulski Financial reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 3% in Q2 2026, selling an estimated $137K and leaving 80,685 shares worth $4.56M. The position accounts for 0.98% of the portfolio, ranked #32.

Nikulski Financial first reported a position in DON in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.87M in Q3 2025. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Nikulski Financial held 80,685 shares of WisdomTree US MidCap Dividend Fund worth $4.56M as of Q2 2026.
Nikulski Financial sold 2,488 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $137K.
WisdomTree US MidCap Dividend Fund made up 0.98% of Nikulski Financial's portfolio in Q2 2026, its #32 holding.
Nikulski Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Nikulski Financial's WisdomTree US MidCap Dividend Fund position peaked at $4.87M in Q3 2025.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.