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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
Q2 		$523K Sell
9,259
-66
-0.7% -$3.64K 0.02% 640
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PFG Investments's DON Position: Q2 2026 in Review

PFG Investments reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.71% in Q2 2026, selling an estimated $3.64K and leaving 9,259 shares worth $523K. The position accounts for 0.02% of the portfolio, ranked #640.

PFG Investments first reported a position in DON in Q1 2023 and has held it in 14 quarters since. The position peaked at $602K in Q3 2024. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • PFG Investments held 9,259 shares of WisdomTree US MidCap Dividend Fund worth $523K as of Q2 2026.
  • PFG Investments sold 66 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $3.64K.
  • WisdomTree US MidCap Dividend Fund made up 0.02% of PFG Investments's portfolio in Q2 2026, its #640 holding.
  • PFG Investments first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's WisdomTree US MidCap Dividend Fund position peaked at $602K in Q3 2024.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.