RWB
DON icon

RMR Wealth Builders’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

RMR Wealth Builders’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 		$343K Sell
6,069
-50
-0.8% -$2.75K 0.02% 235
2026
Q1 		$322K Sell
6,119
-699
-10% -$37.7K 0.03% 224
2025
Q4 		$352K Buy
6,818
+49
+0.7% +$2.52K 0.03% 214
2025
Q3 		$354K Sell
6,769
-39
-0.6% -$2.02K 0.03% 214
2025
Q2 		$341K Sell
6,808
-49
-0.7% -$2.37K 0.03% 208
2025
Q1 		$340K Buy
6,857
+35
+0.5% +$1.78K 0.04% 188
2024
Q4 		$348K Sell
6,822
-23
-0.3% -$1.21K 0.04% 193
2024
Q3 		$350K Buy
6,845
+352
+5% +$17.2K 0.04% 195
2024
Q2 		$304K Buy
6,493
+88
+1% +$4.16K 0.03% 200
2024
Q1 		$312K Buy
6,405
+315
+5% +$14.4K 0.04% 208
2023
Q4 		$278K Buy
6,090
+43
+0.7% +$1.8K 0.04% 198
2023
Q3 		$248K Sell
6,047
-50
-0.8% -$2.13K 0.04% 205
2023
Q2 		$256K Sell
6,097
-377
-6% -$15.3K 0.04% 177
2023
Q1 		$265K Sell
6,474
-269
-4% -$11.4K 0.05% 172
2022
Q4 		$277K Buy
6,743
+134
+2% +$5.54K 0.06% 149
2022
Q3 		$249K Buy
6,609
+33
+0.5% +$1.36K 0.06% 161
2022
Q2 		$256K Sell
6,576
-484
-7% -$20.4K 0.06% 155
2022
Q1 		$314K Buy
7,060
+819
+13% +$35.8K 0.07% 150
2021
Q4 		$277K Buy
6,241
+302
+5% +$13.2K 0.08% 95
2021
Q3 		$246K Buy
+5,939
New +$249K 0.07% 162
2021
Q2 		– Sell
-5,516
Closed -$223K – 308
2021
Q1 		$223K Buy
+5,516
New +$210K 0.06% 177

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RMR Wealth Builders's DON Position: Q2 2026 in Review

RMR Wealth Builders reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.82% in Q2 2026, selling an estimated $2.75K and leaving 6,069 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #235.

RMR Wealth Builders first reported a position in DON in Q1 2021 and has held it in 21 quarters since. The position peaked at $354K in Q3 2025. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • RMR Wealth Builders held 6,069 shares of WisdomTree US MidCap Dividend Fund worth $343K as of Q2 2026.
  • RMR Wealth Builders sold 50 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $2.75K.
  • WisdomTree US MidCap Dividend Fund made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #235 holding.
  • RMR Wealth Builders first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2021 and has held it in 21 quarters since.
  • RMR Wealth Builders's WisdomTree US MidCap Dividend Fund position peaked at $354K in Q3 2025.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.