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REAP Financial Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

REAP Financial 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 		$5.65K Buy
100
+36
+56% +$1.98K ﹤0.01% 438
2026
Q1 		$3.36K Hold
64
– – ﹤0.01% 461
2025
Q4 		$3.3K Hold
64
– – ﹤0.01% 470
2025
Q3 		$3.35K Buy
64
+2
+3% +$104 ﹤0.01% 441
2025
Q2 		$3.11K Hold
62
– – ﹤0.01% 435
2025
Q1 		$3.07K Sell
62
-1
-2% -$51 ﹤0.01% 465
2024
Q4 		$3.21K Sell
63
-5
-7% -$262 ﹤0.01% 477
2024
Q3 		$3.48K Sell
68
-2
-3% -$98 ﹤0.01% 485
2024
Q2 		$3.27K Hold
70
– – ﹤0.01% 451
2024
Q1 		$3.41K Sell
70
-170
-71% -$7.8K ﹤0.01% 472
2023
Q4 		$11K Buy
+240
New +$10.1K ﹤0.01% 383

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

REAP Financial Group's DON Position: Q2 2026 in Review

REAP Financial Group increased its WisdomTree US MidCap Dividend Fund (DON) stake by 56% in Q2 2026, buying an estimated $1.98K and bringing the position to 100 shares worth $5.65K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

REAP Financial Group first reported a position in DON in Q4 2023 and has held it in 11 quarters since. The position peaked at $11K in Q4 2023. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • REAP Financial Group held 100 shares of WisdomTree US MidCap Dividend Fund worth $5.65K as of Q2 2026.
  • REAP Financial Group bought 36 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $1.98K.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of REAP Financial Group's portfolio in Q2 2026, its #438 holding.
  • REAP Financial Group first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • REAP Financial Group's WisdomTree US MidCap Dividend Fund position peaked at $11K in Q4 2023.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.