River Street Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

River Street 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 Q2	$193K	Buy	+3,408	New	+$188K	0.06%	166
2025 Q3	–	Sell	-3,716	Closed	-$186K	–	166
2025 Q2	$186K	Buy	+3,716	New	+$179K	0.08%	149

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

River Street Advisors's DON Position: Q2 2026 in Review

River Street Advisors opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2026: 3,408 shares worth $193K. The stake represents 0.06% of the portfolio and ranks #166 among its holdings. This is a return to the name: River Street Advisors previously reported a position in DON as recently as Q2 2025.

River Street Advisors first reported a position in DON in Q2 2025 and has held it in 2 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

River Street Advisors held 3,408 shares of WisdomTree US MidCap Dividend Fund worth $193K as of Q2 2026.
WisdomTree US MidCap Dividend Fund was a new River Street Advisors position in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.06% of River Street Advisors's portfolio in Q2 2026, its #166 holding.
River Street Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2025 and has held it in 2 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.