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 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

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

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Register Financial Advisors's DON Position: Q2 2026 in Review

Register Financial Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 25% in Q2 2026, buying an estimated $3.31K and bringing the position to 301 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #358.

Register Financial Advisors first reported a position in DON in Q4 2022 and has held it in 10 quarters since. 73 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Register Financial Advisors held 301 shares of WisdomTree US MidCap Dividend Fund worth $17K as of Q2 2026.
Register Financial Advisors bought 60 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $3.31K.
WisdomTree US MidCap Dividend Fund made up 0.01% of Register Financial Advisors's portfolio in Q2 2026, its #358 holding.
Register Financial Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and has held it in 10 quarters since.
73 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.