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Pacific Sun Financial’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Pacific Sun Financial’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 		$1.14M Sell
21,790
-130
-0.6% -$7.01K 0.55% 54
2025
Q4 		$1.13M Sell
21,920
-925
-4% -$47.7K 0.55% 55
2025
Q3 		$1.19M Sell
22,845
-80
-0.3% -$4.14K 0.58% 51
2025
Q2 		$1.15M Sell
22,925
-380
-2% -$18.3K 0.6% 51
2025
Q1 		$1.15M Buy
23,305
+600
+3% +$30.6K 0.66% 45
2024
Q4 		$1.16M Buy
22,705
+100
+0.4% +$5.25K 0.63% 47
2024
Q3 		$1.16M Hold
22,605
– – 0.64% 47
2024
Q2 		$1.06M Sell
22,605
-470
-2% -$22.2K 0.63% 49
2024
Q1 		$1.13M Sell
23,075
-200
-0.9% -$9.17K 0.66% 46
2023
Q4 		$1.06M Sell
23,275
-38
-0.2% -$1.59K 0.67% 46
2023
Q3 		$955K Sell
23,313
-1,029
-4% -$43.9K 0.66% 45
2023
Q2 		$998K Buy
+24,342
New +$987K 0.67% 45
2022
Q4 		$1.01M Sell
24,512
-1,345
-5% -$55.6K 0.71% 42
2022
Q3 		$974K Sell
25,857
-940
-4% -$38.7K 0.68% 42
2022
Q2 		$1.04M Sell
26,797
-816
-3% -$34.4K 0.69% 40
2022
Q1 		$1.23M Sell
27,613
-130
-0.5% -$5.68K 0.67% 47
2021
Q4 		$1.23M Buy
27,743
+95
+0.3% +$4.14K 0.66% 50
2021
Q3 		$1.15M Buy
+27,648
New +$1.16M 0.66% 50
2020
Q3 		$902K Sell
31,181
-2,820
-8% -$83.1K 0.75% 44
2020
Q2 		$964K Sell
34,001
-468
-1% -$12.6K 0.87% 34
2020
Q1 		$833K Buy
34,469
+5,860
+20% +$197K 0.96% 31
2019
Q4 		$1.09M Sell
28,609
-590
-2% -$21.8K 0.96% 32
2019
Q3 		$1.06M Buy
29,199
+1,320
+5% +$47.2K 1% 30
2019
Q2 		$1.01M Buy
+27,879
New +$1M 0.96% 35
2018
Q2 		$816K Buy
22,135
+277
+1% +$9.72K 0.84% 45
2018
Q1 		$746K Buy
+21,858
New +$763K 0.98% 37

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pacific Sun Financial's DON Position: Q1 2026 in Review

Pacific Sun Financial reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.59% in Q1 2026, selling an estimated $7.01K and leaving 21,790 shares worth $1.14M. The position accounts for 0.55% of the portfolio, ranked #54.

Pacific Sun Financial first reported a position in DON in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.23M in Q4 2021. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Pacific Sun Financial held 21,790 shares of WisdomTree US MidCap Dividend Fund worth $1.14M as of Q1 2026.
  • Pacific Sun Financial sold 130 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $7.01K.
  • WisdomTree US MidCap Dividend Fund made up 0.55% of Pacific Sun Financial's portfolio in Q1 2026, its #54 holding.
  • Pacific Sun Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2018 and has held it in 26 quarters since.
  • Pacific Sun Financial's WisdomTree US MidCap Dividend Fund position peaked at $1.23M in Q4 2021.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.