Physician Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Physician Wealth Advisors’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 Q3	$12.8K	Hold	238	–	–	﹤0.01%	833
2026 Q2	$13.5K	Hold	238	–	–	﹤0.01%	795
2026 Q1	$12.5K	Hold	238	–	–	﹤0.01%	739
2025 Q4	$12.3K	Hold	238	–	–	﹤0.01%	708
2025 Q3	$12.4K	Hold	238	–	–	﹤0.01%	697
2025 Q2	$11.9K	Hold	238	–	–	﹤0.01%	616
2025 Q1	$11.8K	Hold	238	–	–	﹤0.01%	589
2024 Q4	$12.1K	Buy	+238	New	+$12.5K	﹤0.01%	601

Other funds holding DON

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Physician Wealth Advisors's DON Position: Q3 2026 in Review

Physician Wealth Advisors held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q3 2026 at 238 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Physician Wealth Advisors first reported a position in DON in Q4 2024 and has held it in 8 quarters since. The position peaked at $13.5K in Q2 2026. 365 funds tracked by Wall St. Rank hold DON as of Q3 2026.

Physician Wealth Advisors held 238 shares of WisdomTree US MidCap Dividend Fund worth $12.8K as of Q3 2026.
Physician Wealth Advisors left its WisdomTree US MidCap Dividend Fund share count unchanged in Q3 2026.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #833 holding.
Physician Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $13.5K in Q2 2026.
365 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.