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Polaris Financial Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Polaris Financial 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
Q3 		$14K Buy
+267
New +$15.3K 0.01% 260

Other funds holding DON

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Polaris Financial Partners's DON Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q3 2026: 267 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #260 among its holdings.

7 funds tracked by Wall St. Rank hold DON as of Q3 2026.

  • Polaris Financial Partners held 267 shares of WisdomTree US MidCap Dividend Fund worth $14K as of Q3 2026.
  • WisdomTree US MidCap Dividend Fund was a new Polaris Financial Partners position in Q3 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #260 holding.
  • 7 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.