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Powers Advisory Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Powers Advisory Group’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 		$2.35M Sell
43,648
-3,275
-7% -$187K 0.71% 24
2026
Q2 		$2.65M Sell
46,923
-438
-0.9% -$24.1K 0.83% 23
2026
Q1 		$2.49M Buy
47,361
+516
+1% +$27.8K 0.88% 22
2025
Q4 		$2.42M Buy
46,845
+944
+2% +$48.6K 0.91% 21
2025
Q3 		$2.4M Sell
45,901
-172
-0.4% -$8.91K 0.96% 19
2025
Q2 		$2.31M Buy
46,073
+337
+0.7% +$16.3K 1.02% 18
2025
Q1 		$2.26M Sell
45,736
-1,800
-4% -$91.7K 1.08% 17
2024
Q4 		$2.42M Buy
47,536
+233
+0.5% +$12.2K 1.21% 17
2024
Q3 		$2.42M Sell
47,303
-506
-1% -$24.7K 1.21% 18
2024
Q2 		$2.24M Sell
47,809
-852
-2% -$40.3K 1.22% 16
2024
Q1 		$2.37M Buy
48,661
+544
+1% +$24.9K 1.36% 15
2023
Q4 		$2.2M Buy
48,117
+1,702
+4% +$71.4K 1.36% 15
2023
Q3 		$1.9M Sell
46,415
-1,588
-3% -$67.7K 1.29% 17
2023
Q2 		$2.02M Buy
48,003
+2,217
+5% +$89.9K 1.34% 18
2023
Q1 		$1.88M Buy
45,786
+3,340
+8% +$142K 1.31% 19
2022
Q4 		$1.75M Buy
42,446
+1,268
+3% +$52.4K 1.29% 19
2022
Q3 		$1.55M Buy
41,178
+866
+2% +$35.7K 1.24% 20
2022
Q2 		$1.57M Buy
40,312
+2,770
+7% +$117K 1.21% 21
2022
Q1 		$1.67M Sell
37,542
-2,510
-6% -$110K 1.16% 22
2021
Q4 		$1.78M Buy
+40,052
New +$1.75M 1.25% 20

Other funds holding DON

Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Powers Advisory Group's DON Position: Q3 2026 in Review

Powers Advisory Group reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 7% in Q3 2026, selling an estimated $187K and leaving 43,648 shares worth $2.35M. The position accounts for 0.71% of the portfolio, ranked #24.

Powers Advisory Group first reported a position in DON in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.65M in Q2 2026. 75 funds tracked by Wall St. Rank hold DON as of Q3 2026.

  • Powers Advisory Group held 43,648 shares of WisdomTree US MidCap Dividend Fund worth $2.35M as of Q3 2026.
  • Powers Advisory Group sold 3,275 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $187K.
  • WisdomTree US MidCap Dividend Fund made up 0.71% of Powers Advisory Group's portfolio in Q3 2026, its #24 holding.
  • Powers Advisory Group first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and has held it in 20 quarters since.
  • Powers Advisory Group's WisdomTree US MidCap Dividend Fund position peaked at $2.65M in Q2 2026.
  • 75 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.