QWM
DON icon

Quaker Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Quaker Wealth Management’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
2025
Q2 		– Sell
-237
Closed -$11.7K – 1097
2025
Q1 		$11.7K Buy
+237
New +$12.1K ﹤0.01% 288

Other funds holding DON

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Quaker Wealth Management's DON Position: Q2 2026 in Review

Quaker Wealth Management held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 237 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Quaker Wealth Management first reported a position in DON in Q2 2025 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Quaker Wealth Management held 237 shares of WisdomTree US MidCap Dividend Fund worth $13.4K as of Q2 2026.
  • Quaker Wealth Management left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #265 holding.
  • Quaker Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
  • 193 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.