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Prospera Financial Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Prospera Financial Services’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 		$391K Sell
6,917
-394
-5% -$21.7K 0.01% 1141
2026
Q1 		$384K Buy
7,311
+93
+1% +$5.02K 0.01% 1107
2025
Q4 		$372K Sell
7,218
-559
-7% -$28.8K 0.01% 1052
2025
Q3 		$407K Buy
7,777
+24
+0.3% +$1.24K 0.01% 1023
2025
Q2 		$389K Sell
7,753
-189
-2% -$9.13K 0.01% 1004
2025
Q1 		$393K Sell
7,942
-198
-2% -$10.1K 0.01% 884
2024
Q4 		$415K Buy
8,140
+26
+0.3% +$1.36K 0.01% 808
2024
Q3 		$415K Buy
8,114
+23
+0.3% +$1.12K 0.01% 786
2024
Q2 		$378K Buy
8,091
+25
+0.3% +$1.18K 0.01% 821
2024
Q1 		$393K Buy
8,066
+361
+5% +$16.6K 0.01% 792
2023
Q4 		$352K Buy
7,705
+13
+0.2% +$545 0.01% 782
2023
Q3 		$315K Buy
7,692
+27
+0.4% +$1.15K 0.01% 786
2023
Q2 		$322K Buy
7,665
+70
+0.9% +$2.84K 0.01% 769
2023
Q1 		$311K Sell
7,595
-330
-4% -$14K 0.01% 769
2022
Q4 		$326K Buy
+7,925
New +$328K 0.02% 670
2022
Q2 		– Sell
-5,924
Closed -$263K – 1849
2022
Q1 		$263K Buy
5,924
+48
+0.8% +$2.1K 0.01% 783
2021
Q4 		$261K Buy
5,876
+30
+0.5% +$1.31K 0.01% 746
2021
Q3 		$242K Sell
5,846
-40
-0.7% -$1.68K 0.01% 717
2021
Q2 		$247K Buy
5,886
+472
+9% +$20K 0.01% 712
2021
Q1 		$219K Buy
+5,414
New +$206K 0.01% 698
2020
Q4 		– Sell
-4,681
Closed -$135K – 885
2020
Q3 		$135K Buy
+4,681
New +$138K 0.05% 332

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prospera Financial Services's DON Position: Q2 2026 in Review

Prospera Financial Services reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 5.4% in Q2 2026, selling an estimated $21.7K and leaving 6,917 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #1141.

Prospera Financial Services first reported a position in DON in Q3 2020 and has held it in 21 quarters since. The position peaked at $415K in Q3 2024. 73 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Prospera Financial Services held 6,917 shares of WisdomTree US MidCap Dividend Fund worth $391K as of Q2 2026.
  • Prospera Financial Services sold 394 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $21.7K.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1141 holding.
  • Prospera Financial Services first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2020 and has held it in 21 quarters since.
  • Prospera Financial Services's WisdomTree US MidCap Dividend Fund position peaked at $415K in Q3 2024.
  • 73 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.