Precedent Wealth Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Precedent Wealth 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	$12.6M	Sell	223,446 -7,745	-3%	-$427K	2.1%	11
2026 Q1	$12.1M	Sell	231,191 -20,143	-8%	-$1.09M	2.43%	6
2025 Q4	$13M	Sell	251,334 -23,607	-9%	-$1.22M	2.72%	4
2025 Q3	$14.4M	Sell	274,941 -4,543	-2%	-$235K	3.17%	3
2025 Q2	$14M	Buy	279,484 +11,829	+4%	+$571K	3.43%	3
2025 Q1	$13.3M	Buy	267,655 +20,338	+8%	+$1.04M	3.68%	2
2024 Q4	$12.6M	Sell	247,317 -21,253	-8%	-$1.11M	4.11%	2
2024 Q3	$13.7M	Buy	268,570 +5,693	+2%	+$278K	4.53%	2
2024 Q2	$12.3M	Buy	262,877 +5,871	+2%	+$277K	4.95%	3
2024 Q1	$12.5M	Buy	257,006 +7,483	+3%	+$343K	5.39%	3
2023 Q4	$11.4M	Buy	+249,523	New	+$10.5M	5.79%	3

Other funds holding DON

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

TBFA

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Precedent Wealth Partners's DON Position: Q2 2026 in Review

Precedent Wealth Partners reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 3.4% in Q2 2026, selling an estimated $427K and leaving 223,446 shares worth $12.6M. The position accounts for 2.1% of the portfolio, ranked #11.

Precedent Wealth Partners first reported a position in DON in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.4M in Q3 2025. 104 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Precedent Wealth Partners held 223,446 shares of WisdomTree US MidCap Dividend Fund worth $12.6M as of Q2 2026.
Precedent Wealth Partners sold 7,745 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $427K.
WisdomTree US MidCap Dividend Fund made up 2.1% of Precedent Wealth Partners's portfolio in Q2 2026, its #11 holding.
Precedent Wealth Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
Precedent Wealth Partners's WisdomTree US MidCap Dividend Fund position peaked at $14.4M in Q3 2025.
104 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.