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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
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

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

Physician Wealth Advisors's DON Position: Q2 2026 in Review

Physician Wealth Advisors held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 238 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Physician Wealth Advisors first reported a position in DON in Q4 2024 and has held it in 7 quarters since. 227 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Physician Wealth Advisors held 238 shares of WisdomTree US MidCap Dividend Fund worth $13.5K as of Q2 2026.
  • Physician Wealth Advisors left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #795 holding.
  • Physician Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
  • 227 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.