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

Resurgent Financial Advisors’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 		$1.44M Sell
27,470
-717
-3% -$38.7K 0.52% 45
2025
Q4 		$1.45M Sell
28,187
-876
-3% -$45.1K 0.73% 32
2025
Q3 		$1.52M Sell
29,063
-772
-3% -$40K 0.75% 34
2025
Q2 		$1.5M Buy
29,835
+276
+0.9% +$13.3K 0.82% 27
2025
Q1 		$1.46M Buy
29,559
+266
+0.9% +$13.6K 0.88% 27
2024
Q4 		$1.49M Buy
29,293
+660
+2% +$34.6K 0.88% 27
2024
Q3 		$1.46M Buy
28,633
+629
+2% +$30.7K 0.86% 29
2024
Q2 		$1.31M Sell
28,004
-24,182
-46% -$1.14M 0.81% 33
2024
Q1 		$2.55M Buy
52,186
+29,039
+125% +$1.33M 1.36% 15
2023
Q4 		$1.06M Sell
23,147
-468
-2% -$19.6K 0.65% 33
2023
Q3 		$967K Buy
23,615
+1,204
+5% +$51.3K 0.66% 36
2023
Q2 		$942K Sell
22,411
-243
-1% -$9.86K 0.62% 38
2023
Q1 		$928K Buy
22,654
+261
+1% +$11.1K 0.62% 39
2022
Q4 		$921K Buy
22,393
+3,442
+18% +$142K 0.49% 49
2022
Q3 		$714K Buy
18,951
+881
+5% +$36.3K 0.48% 55
2022
Q2 		$704K Buy
18,070
+646
+4% +$27.2K 0.45% 63
2022
Q1 		$774K Buy
17,424
+1,804
+12% +$78.9K 0.48% 58
2021
Q4 		$693K Buy
+15,620
New +$682K 0.55% 56

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Resurgent Financial Advisors's DON Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 2.5% in Q1 2026, selling an estimated $38.7K and leaving 27,470 shares worth $1.44M. The position accounts for 0.52% of the portfolio, ranked #45.

Resurgent Financial Advisors first reported a position in DON in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.55M in Q1 2024. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Resurgent Financial Advisors held 27,470 shares of WisdomTree US MidCap Dividend Fund worth $1.44M as of Q1 2026.
  • Resurgent Financial Advisors sold 717 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $38.7K.
  • WisdomTree US MidCap Dividend Fund made up 0.52% of Resurgent Financial Advisors's portfolio in Q1 2026, its #45 holding.
  • Resurgent Financial Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's WisdomTree US MidCap Dividend Fund position peaked at $2.55M in Q1 2024.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.