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

OneAscent 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	$296K	Buy	+5,230	New	+$288K	0.09%	124

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

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

OneAscent Wealth Management opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2026: 5,230 shares worth $296K. The stake represents 0.09% of the portfolio and ranks #124 among its holdings.

473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

OneAscent Wealth Management held 5,230 shares of WisdomTree US MidCap Dividend Fund worth $296K as of Q2 2026.
WisdomTree US MidCap Dividend Fund was a new OneAscent Wealth Management position in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.09% of OneAscent Wealth Management's portfolio in Q2 2026, its #124 holding.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.