Plante Moran Financial Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $206K | Hold |
3,645
| – | – | 0.01% | 161 |
|
|
2026
Q1 | $192K | Buy |
+3,645
| New | +$197K | 0.01% | 167 |
|
|
2025
Q1 | – | Sell |
-164
| Closed | -$8.36K | – | 832 |
|
|
2024
Q4 | $8.36K | Hold |
164
| – | – | ﹤0.01% | 605 |
|
|
2024
Q3 | $8.38K | Buy |
+164
| New | +$8.02K | ﹤0.01% | 619 |
|
|
2023
Q4 | – | Sell |
-663
| Closed | -$27.2K | – | 830 |
|
|
2023
Q3 | $27.2K | Hold |
663
| – | – | ﹤0.01% | 382 |
|
|
2023
Q2 | $27.9K | Hold |
663
| – | – | ﹤0.01% | 385 |
|
|
2023
Q1 | $27.2K | Buy |
663
+3
| +0.5% | +$128 | ﹤0.01% | 391 |
|
|
2022
Q4 | $27.1K | Buy |
660
+6
| +0.9% | +$248 | ﹤0.01% | 403 |
|
|
2022
Q3 | $25K | Buy |
654
+5
| +0.8% | +$206 | ﹤0.01% | 415 |
|
|
2022
Q2 | $25K | Buy |
649
+5
| +0.8% | +$211 | ﹤0.01% | 421 |
|
|
2022
Q1 | $29K | Buy |
644
+2
| +0.3% | +$87 | 0.01% | 418 |
|
|
2021
Q4 | $28K | Buy |
642
+5
| +0.8% | +$218 | ﹤0.01% | 479 |
|
|
2021
Q3 | $26K | Buy |
637
+4
| +0.6% | +$168 | 0.01% | 500 |
|
|
2021
Q2 | $27K | Buy |
633
+3
| +0.5% | +$127 | 0.01% | 498 |
|
|
2021
Q1 | $25K | Buy |
630
+2
| +0.3% | +$76 | 0.01% | 500 |
|
|
2020
Q4 | $22K | Buy |
628
+6
| +1% | +$195 | 0.01% | 512 |
|
|
2020
Q3 | $18K | Buy |
622
+4
| +0.6% | +$118 | 0.01% | 522 |
|
|
2020
Q2 | $18K | Buy |
618
+5
| +0.8% | +$135 | 0.01% | 445 |
|
|
2020
Q1 | $15K | Buy |
613
+5
| +0.8% | +$168 | 0.01% | 434 |
|
|
2019
Q4 | $23K | Buy |
608
+59
| +11% | +$2.18K | 0.01% | 438 |
|
|
2019
Q3 | $20K | Buy |
549
+75
| +16% | +$2.68K | 0.01% | 493 |
|
|
2019
Q2 | $17K | Buy |
474
+3
| +0.6% | +$108 | 0.01% | 495 |
|
|
2019
Q1 | $17K | Buy |
+471
| New | +$16.4K | 0.01% | 495 |
|
|
2018
Q3 | – | Sell |
-469
| Closed | -$17K | – | 774 |
|
|
2018
Q2 | $17K | Buy |
469
+56
| +14% | +$1.97K | 0.01% | 493 |
|
|
2018
Q1 | $14K | Buy |
413
+1
| +0.2% | +$35 | 0.01% | 556 |
|
|
2017
Q4 | $15K | Buy |
412
+28
| +7% | +$958 | 0.01% | 535 |
|
|
2017
Q3 | $13K | Buy |
384
+3
| +0.8% | +$98 | 0.01% | 510 |
|
|
2017
Q2 | $12K | Buy |
381
+111
| +41% | +$3.6K | 0.01% | 531 |
|
|
2017
Q1 | $9K | Buy |
270
+183
| +210% | +$5.9K | 0.01% | 583 |
|
|
2016
Q4 | $3K | Buy |
+87
| New | +$2.65K | ﹤0.01% | 791 |
|
|
2016
Q1 | – | Sell |
-225
| Closed | -$6K | – | 890 |
|
|
2015
Q4 | $6K | Buy |
+225
| New | +$6.12K | ﹤0.01% | 670 |
|
|
2015
Q1 | – | Sell |
-1,125
| Closed | -$31K | – | 735 |
|
|
2014
Q4 | $31K | Buy |
+1,125
| New | +$30.4K | 0.02% | 345 |
|
Other funds holding DON
LW
Plante Moran Financial Advisors's DON Position: Q2 2026 in Review
Plante Moran Financial Advisors held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 3,645 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #161.
Plante Moran Financial Advisors first reported a position in DON in Q4 2014 and has held it in 32 quarters since. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.
- Plante Moran Financial Advisors held 3,645 shares of WisdomTree US MidCap Dividend Fund worth $206K as of Q2 2026.
- Plante Moran Financial Advisors left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
- WisdomTree US MidCap Dividend Fund made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #161 holding.
- Plante Moran Financial Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2014 and has held it in 32 quarters since.
- 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.