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

Oxinas Partners 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	$2.78M	Buy	49,112 +1,000	+2%	+$55.1K	1.09%	27
2026 Q1	$2.53M	Buy	48,112 +1,453	+3%	+$78.4K	1.16%	26
2025 Q4	$2.41M	Buy	46,659 +3,041	+7%	+$157K	1.16%	26
2025 Q3	$2.28M	Buy	43,618 +2,278	+6%	+$118K	1.22%	20
2025 Q2	$2.07M	Buy	41,340 +1,336	+3%	+$64.5K	1.06%	29
2025 Q1	$1.98M	Buy	40,004 +8,241	+26%	+$420K	1.17%	24
2024 Q4	$1.62M	Buy	31,763 +2,635	+9%	+$138K	0.95%	29
2024 Q3	$1.49M	Buy	29,128 +10,144	+53%	+$496K	0.91%	31
2024 Q2	$888K	Buy	18,984 +8,120	+75%	+$384K	0.59%	46
2024 Q1	$530K	Buy	10,864 +1,705	+19%	+$78.2K	0.34%	64
2023 Q4	$418K	Buy	9,159 +3,497	+62%	+$147K	0.3%	69
2023 Q3	$232K	Buy	5,662 +380	+7%	+$16.2K	0.17%	101
2023 Q2	$222K	Buy	+5,282	New	+$214K	0.15%	110

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

Oxinas Partners Wealth Management's DON Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its WisdomTree US MidCap Dividend Fund (DON) stake by 2.1% in Q2 2026, buying an estimated $55.1K and bringing the position to 49,112 shares worth $2.78M. The position accounts for 1.09% of the portfolio, ranked #27.

Oxinas Partners Wealth Management first reported a position in DON in Q2 2023 and has held it in 13 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Oxinas Partners Wealth Management held 49,112 shares of WisdomTree US MidCap Dividend Fund worth $2.78M as of Q2 2026.
Oxinas Partners Wealth Management bought 1,000 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $55.1K.
WisdomTree US MidCap Dividend Fund made up 1.09% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #27 holding.
Oxinas Partners Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2023 and has held it in 13 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.