PFG Investments’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

PFG Investments’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	$490K	Sell	9,325 -257	-3%	-$13.9K	0.02%	613
2025 Q4	$494K	Sell	9,582 -69	-0.7%	-$3.56K	0.02%	575
2025 Q3	$505K	Buy	9,651 +32	+0.3%	+$1.66K	0.03%	548
2025 Q2	$482K	Buy	9,619 +37	+0.4%	+$1.79K	0.03%	541
2025 Q1	$474K	Buy	9,582 +28	+0.3%	+$1.43K	0.03%	518
2024 Q4	$487K	Sell	9,554 -2,217	-19%	-$116K	0.03%	508
2024 Q3	$602K	Buy	11,771 +1,334	+13%	+$65.2K	0.04%	431
2024 Q2	$488K	Buy	10,437 +43	+0.4%	+$2.03K	0.03%	455
2024 Q1	$507K	Buy	10,394 +790	+8%	+$36.2K	0.03%	520
2023 Q4	$439K	Buy	9,604 +49	+0.5%	+$2.06K	0.08%	271
2023 Q3	$391K	Buy	9,555 +146	+2%	+$6.22K	0.07%	291
2023 Q2	$396K	Buy	9,409 +1,045	+12%	+$42.4K	0.07%	310
2023 Q1	$343K	Buy	+8,364	New	+$355K	0.07%	315

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFG Investments's DON Position: Q1 2026 in Review

PFG Investments reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 2.7% in Q1 2026, selling an estimated $13.9K and leaving 9,325 shares worth $490K. The position accounts for 0.02% of the portfolio, ranked #613.

PFG Investments first reported a position in DON in Q1 2023 and has held it in 13 quarters since. The position peaked at $602K in Q3 2024. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

PFG Investments held 9,325 shares of WisdomTree US MidCap Dividend Fund worth $490K as of Q1 2026.
PFG Investments sold 257 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $13.9K.
WisdomTree US MidCap Dividend Fund made up 0.02% of PFG Investments's portfolio in Q1 2026, its #613 holding.
PFG Investments first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2023 and has held it in 13 quarters since.
PFG Investments's WisdomTree US MidCap Dividend Fund position peaked at $602K in Q3 2024.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.