&Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

&Partners’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	$3.03M	Buy	53,534 +5,223	+11%	+$288K	0.01%	802
2026 Q1	$2.54M	Sell	48,311 -209	-0.4%	-$11.3K	0.01%	800
2025 Q4	$2.5M	Buy	48,520 +7,945	+20%	+$409K	0.01%	758
2025 Q3	$2.12M	Buy	40,575 +3,801	+10%	+$197K	0.01%	724
2025 Q2	$1.84M	Buy	36,774 +2,243	+6%	+$108K	0.01%	703
2025 Q1	$1.7M	Buy	34,531 +21,491	+165%	+$1.1M	0.02%	607
2024 Q4	$667K	Buy	13,040 +277	+2%	+$14.5K	0.01%	941
2024 Q3	$621K	Buy	12,763 +2,717	+27%	+$133K	0.01%	768
2024 Q2	$470K	Buy	+10,046	New	+$475K	0.02%	568

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

&Partners's DON Position: Q2 2026 in Review

&Partners increased its WisdomTree US MidCap Dividend Fund (DON) stake by 11% in Q2 2026, buying an estimated $288K and bringing the position to 53,534 shares worth $3.03M. The position accounts for 0.01% of the portfolio, ranked #802.

&Partners first reported a position in DON in Q2 2024 and has held it in 9 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

&Partners held 53,534 shares of WisdomTree US MidCap Dividend Fund worth $3.03M as of Q2 2026.
&Partners bought 5,223 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $288K.
WisdomTree US MidCap Dividend Fund made up 0.01% of &Partners's portfolio in Q2 2026, its #802 holding.
&Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2024 and has held it in 9 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.