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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

REAP Financial Group's DON Position: Q1 2026 in Review

REAP Financial Group held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q1 2026 at 64 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

REAP Financial Group first reported a position in DON in Q4 2023 and has held it in 10 quarters since. The position peaked at $11K in Q4 2023. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

REAP Financial Group held 64 shares of WisdomTree US MidCap Dividend Fund worth $3.36K as of Q1 2026.
REAP Financial Group left its WisdomTree US MidCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of REAP Financial Group's portfolio in Q1 2026, its #461 holding.
REAP Financial Group first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and has held it in 10 quarters since.
REAP Financial Group's WisdomTree US MidCap Dividend Fund position peaked at $11K in Q4 2023.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on REAP Financial Group's 13F filing for Q1 2026, filed 11 May 2026.