Platform Technology Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Platform Technology Partners’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	$975K	Hold	17,251	–	–	0.16%	128
2026 Q1	$906K	Hold	17,251	–	–	0.17%	118
2025 Q4	$890K	Hold	17,251	–	–	0.19%	114
2025 Q3	$902K	Hold	17,251	–	–	0.22%	108
2025 Q2	$865K	Hold	17,251	–	–	0.23%	112
2025 Q1	$854K	Hold	17,251	–	–	0.25%	101
2024 Q4	$879K	Hold	17,251	–	–	0.27%	89
2024 Q3	$882K	Hold	17,251	–	–	0.28%	91
2024 Q2	$807K	Buy	+17,251	New	+$815K	0.28%	84
2023 Q4	$784K	Hold	17,251	–	–	0.3%	80
2023 Q3	$707K	Sell	17,251 -92	-0.5%	-$3.92K	0.33%	78
2023 Q2	$741K	Buy	17,343 +92	+0.5%	+$3.73K	0.35%	76
2023 Q1	$707K	Hold	17,251	–	–	0.35%	79
2022 Q4	$710K	Hold	17,251	–	–	0.37%	77
2022 Q3	$650K	Hold	17,251	–	–	0.37%	75
2022 Q2	$672K	Hold	17,251	–	–	0.37%	74
2022 Q1	$766K	Hold	17,251	–	–	0.37%	71
2021 Q4	$765K	Hold	17,251	–	–	0.34%	77
2021 Q3	$715K	Hold	17,251	–	–	0.32%	80
2021 Q2	$724K	Buy	+17,251	New	+$730K	0.3%	91
2020 Q4	$601K	Hold	17,251	–	–	0.29%	95
2020 Q3	$499K	Hold	17,251	–	–	0.31%	92
2020 Q2	$489K	Buy	17,251 +7,978	+86%	+$215K	0.34%	82
2020 Q1	$224K	Buy	+9,273	New	+$312K	0.2%	137

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Platform Technology Partners's DON Position: Q2 2026 in Review

Platform Technology Partners held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 17,251 shares worth $975K. The position accounts for 0.16% of the portfolio, ranked #128.

Platform Technology Partners first reported a position in DON in Q1 2020 and has held it in 24 quarters since. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Platform Technology Partners held 17,251 shares of WisdomTree US MidCap Dividend Fund worth $975K as of Q2 2026.
Platform Technology Partners left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.16% of Platform Technology Partners's portfolio in Q2 2026, its #128 holding.
Platform Technology Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2020 and has held it in 24 quarters since.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.