Prosperity Consulting Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Prosperity Consulting 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 Q2	$2.13M	Sell	37,725 -336	-0.9%	-$18.5K	0.08%	165
2026 Q1	$2M	Sell	38,061 -595	-2%	-$32.1K	0.09%	159
2025 Q4	$1.99M	Sell	38,656 -1,848	-5%	-$95.2K	0.09%	161
2025 Q3	$2.12M	Sell	40,504 -2,887	-7%	-$150K	0.1%	152
2025 Q2	$2.17M	Sell	43,391 -1,138	-3%	-$54.9K	0.16%	137
2025 Q1	$2.21M	Sell	44,529 -995	-2%	-$50.7K	0.17%	134
2024 Q4	$2.32M	Sell	45,524 -917	-2%	-$48.1K	0.17%	131
2024 Q3	$2.37M	Sell	46,441 -830	-2%	-$40.6K	0.19%	129
2024 Q2	$2.21M	Sell	47,271 -3,224	-6%	-$152K	0.3%	91
2024 Q1	$2.46M	Buy	+50,495	New	+$2.32M	0.31%	94

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prosperity Consulting Group's DON Position: Q2 2026 in Review

Prosperity Consulting Group reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.88% in Q2 2026, selling an estimated $18.5K and leaving 37,725 shares worth $2.13M. The position accounts for 0.08% of the portfolio, ranked #165.

Prosperity Consulting Group first reported a position in DON in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.46M in Q1 2024. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Prosperity Consulting Group held 37,725 shares of WisdomTree US MidCap Dividend Fund worth $2.13M as of Q2 2026.
Prosperity Consulting Group sold 336 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $18.5K.
WisdomTree US MidCap Dividend Fund made up 0.08% of Prosperity Consulting Group's portfolio in Q2 2026, its #165 holding.
Prosperity Consulting Group first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
Prosperity Consulting Group's WisdomTree US MidCap Dividend Fund position peaked at $2.46M in Q1 2024.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.