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

Northern Financial Advisors’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 Q1	$216K	Buy	+4,118	New	+$222K	0.16%	103
2025 Q4	–	Sell	-4,118	Closed	-$215K	–	102
2025 Q3	$215K	Hold	4,118	–	–	0.11%	120
2025 Q2	$206K	Buy	4,118 +27	+0.7%	+$1.3K	0.15%	105
2025 Q1	$203K	Buy	4,091 +22	+0.5%	+$1.12K	0.17%	104
2024 Q4	$207K	Buy	4,069 +25	+0.6%	+$1.31K	0.17%	107
2024 Q3	$207K	Buy	+4,044	New	+$198K	0.16%	103

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Financial Advisors's DON Position: Q1 2026 in Review

Northern Financial Advisors opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q1 2026: 4,118 shares worth $216K. The stake represents 0.16% of the portfolio and ranks #103 among its holdings. This is a return to the name: Northern Financial Advisors previously reported a position in DON as recently as Q3 2025.

Northern Financial Advisors first reported a position in DON in Q3 2024 and has held it in 6 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Northern Financial Advisors held 4,118 shares of WisdomTree US MidCap Dividend Fund worth $216K as of Q1 2026.
WisdomTree US MidCap Dividend Fund was a new Northern Financial Advisors position in Q1 2026.
WisdomTree US MidCap Dividend Fund made up 0.16% of Northern Financial Advisors's portfolio in Q1 2026, its #103 holding.
Northern Financial Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2024 and has held it in 6 quarters since.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.