Quest 10 Wealth Builders’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Quest 10 Wealth Builders’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	$904	Sell	16 -55	-77%	-$3.03K	﹤0.01%	695
2026 Q1	$3.73K	Buy	71 +54	+318%	+$2.91K	﹤0.01%	561
2025 Q4	$877	Sell	17 -110	-87%	-$5.67K	﹤0.01%	644
2025 Q3	$6.64K	Buy	127 +27	+27%	+$1.4K	0.01%	441
2025 Q2	$5.01K	Hold	100	–	–	﹤0.01%	490
2025 Q1	$4.95K	Sell	100 -81	-45%	-$4.13K	0.01%	466
2024 Q4	$9.23K	Buy	+181	New	+$9.49K	0.01%	404

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

Quest 10 Wealth Builders's DON Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 77% in Q2 2026, selling an estimated $3.03K and leaving 16 shares worth $904. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Quest 10 Wealth Builders first reported a position in DON in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.23K in Q4 2024. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Quest 10 Wealth Builders held 16 shares of WisdomTree US MidCap Dividend Fund worth $904 as of Q2 2026.
Quest 10 Wealth Builders sold 55 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $3.03K.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #695 holding.
Quest 10 Wealth Builders first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's WisdomTree US MidCap Dividend Fund position peaked at $9.23K in Q4 2024.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.