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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Powers Advisory Group's DON Position: Q1 2026 in Review

Powers Advisory Group increased its WisdomTree US MidCap Dividend Fund (DON) stake by 1.1% in Q1 2026, buying an estimated $27.8K and bringing the position to 47,361 shares worth $2.49M. The position accounts for 0.88% of the portfolio, ranked #22.

Powers Advisory Group first reported a position in DON in Q4 2021 and has held it in 18 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Powers Advisory Group held 47,361 shares of WisdomTree US MidCap Dividend Fund worth $2.49M as of Q1 2026.
  • Powers Advisory Group bought 516 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $27.8K.
  • WisdomTree US MidCap Dividend Fund made up 0.88% of Powers Advisory Group's portfolio in Q1 2026, its #22 holding.
  • Powers Advisory Group first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and has held it in 18 quarters since.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.