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 Q2	$233K	Hold	4,118	–	–	0.15%	98
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 $1.55T 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

Northern Financial Advisors's DON Position: Q2 2026 in Review

Northern Financial Advisors held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 4,118 shares worth $233K. The position accounts for 0.15% of the portfolio, ranked #98.

Northern Financial Advisors first reported a position in DON in Q3 2024 and has held it in 7 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Northern Financial Advisors held 4,118 shares of WisdomTree US MidCap Dividend Fund worth $233K as of Q2 2026.
Northern Financial Advisors left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.15% of Northern Financial Advisors's portfolio in Q2 2026, its #98 holding.
Northern Financial Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2024 and has held it in 7 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

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