Robinson Smith Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Robinson Smith Wealth 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	$441K	Sell	7,800 -361	-4%	-$19.9K	0.26%	60
2026 Q1	$429K	Hold	8,161	–	–	0.29%	54
2025 Q4	$421K	Hold	8,161	–	–	0.29%	53
2025 Q3	$427K	Hold	8,161	–	–	0.31%	52
2025 Q2	$409K	Hold	8,161	–	–	0.33%	51
2025 Q1	$404K	Hold	8,161	–	–	0.34%	54
2024 Q4	$416K	Hold	8,161	–	–	0.35%	51
2024 Q3	$417K	Hold	8,161	–	–	0.35%	55
2024 Q2	$382K	Hold	8,161	–	–	0.34%	57
2024 Q1	$398K	Hold	8,161	–	–	0.38%	53
2023 Q4	$373K	Buy	+8,161	New	+$342K	0.37%	56

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

Robinson Smith Wealth Advisors's DON Position: Q2 2026 in Review

Robinson Smith Wealth Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 4.4% in Q2 2026, selling an estimated $19.9K and leaving 7,800 shares worth $441K. The position accounts for 0.26% of the portfolio, ranked #60.

Robinson Smith Wealth Advisors first reported a position in DON in Q4 2023 and has held it in 11 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Robinson Smith Wealth Advisors held 7,800 shares of WisdomTree US MidCap Dividend Fund worth $441K as of Q2 2026.
Robinson Smith Wealth Advisors sold 361 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $19.9K.
WisdomTree US MidCap Dividend Fund made up 0.26% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Robinson Smith Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.