Noble Wealth Management PBC’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Noble Wealth Management PBC’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	$24.4K	Hold	432	–	–	0.01%	364
2026 Q1	$22.7K	Hold	432	–	–	0.01%	358
2025 Q4	$22.3K	Hold	432	–	–	0.01%	365
2025 Q3	$22.6K	Buy	+432	New	+$22.4K	0.01%	346
2025 Q1	$27.1K	Hold	548	–	–	0.02%	272
2024 Q4	$27.9K	Buy	+548	New	+$28.7K	0.02%	246

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

Noble Wealth Management PBC's DON Position: Q2 2026 in Review

Noble Wealth Management PBC held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 432 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #364.

Noble Wealth Management PBC first reported a position in DON in Q4 2024 and has held it in 6 quarters since. The position peaked at $27.9K in Q4 2024. 73 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Noble Wealth Management PBC held 432 shares of WisdomTree US MidCap Dividend Fund worth $24.4K as of Q2 2026.
Noble Wealth Management PBC left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.01% of Noble Wealth Management PBC's portfolio in Q2 2026, its #364 holding.
Noble Wealth Management PBC first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
Noble Wealth Management PBC's WisdomTree US MidCap Dividend Fund position peaked at $27.9K in Q4 2024.
73 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.