Register Financial Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13K	Sell	241 -60	-20%	-$3.43K	﹤0.01%	374
2026 Q2	$17K	Buy	301 +60	+25%	+$3.31K	0.01%	358
2026 Q1	$12.6K	Hold	241	–	–	﹤0.01%	335
2025 Q4	$12.4K	Hold	241	–	–	﹤0.01%	309
2025 Q3	$12.6K	Buy	+241	New	+$12.5K	﹤0.01%	301
2024 Q3	–	Sell	-271	Closed	-$12.7K	–	416
2024 Q2	$12.7K	Hold	271	–	–	0.01%	500
2024 Q1	$13.2K	Buy	+271	New	+$12.4K	0.01%	499
2023 Q4	–	Sell	-271	Closed	-$11.1K	–	396
2023 Q3	$11.1K	Hold	271	–	–	0.01%	399
2023 Q2	$11.4K	Hold	271	–	–	0.01%	393
2023 Q1	$11.1K	Hold	271	–	–	0.01%	394
2022 Q4	$11.1K	Buy	+271	New	+$11.2K	0.01%	595

Other funds holding DON

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Register Financial Advisors's DON Position: Q3 2026 in Review

Register Financial Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 20% in Q3 2026, selling an estimated $3.43K and leaving 241 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Register Financial Advisors first reported a position in DON in Q4 2022 and has held it in 11 quarters since. The position peaked at $17K in Q2 2026. 319 funds tracked by Wall St. Rank hold DON as of Q3 2026.

Register Financial Advisors held 241 shares of WisdomTree US MidCap Dividend Fund worth $13K as of Q3 2026.
Register Financial Advisors sold 60 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $3.43K.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Register Financial Advisors's portfolio in Q3 2026, its #374 holding.
Register Financial Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and has held it in 11 quarters since.
Register Financial Advisors's WisdomTree US MidCap Dividend Fund position peaked at $17K in Q2 2026.
319 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.