Root Financial Partners
DON icon

Root Financial Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Root Financial Partners’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
Q3 		$64.6K Buy
+1,198
New +$68.4K ﹤0.01% 950
2026
Q2 		– Sell
-1,198
Closed -$62.9K – 1148
2026
Q1 		$62.9K Hold
1,198
– – ﹤0.01% 763
2025
Q4 		$61.8K Hold
1,198
– – ﹤0.01% 638
2025
Q3 		$62.7K Buy
+1,198
New +$62K ﹤0.01% 593

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Linscomb Wealth
Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Root Financial Partners's DON Position: Q3 2026 in Review

Root Financial Partners opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q3 2026: 1,198 shares worth $64.6K. The stake represents ﹤0.01% of the portfolio and ranks #950 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DON as recently as Q1 2026.

Root Financial Partners first reported a position in DON in Q3 2025 and has held it in 4 quarters since. 416 funds tracked by Wall St. Rank hold DON as of Q3 2026.

  • Root Financial Partners held 1,198 shares of WisdomTree US MidCap Dividend Fund worth $64.6K as of Q3 2026.
  • WisdomTree US MidCap Dividend Fund was a new Root Financial Partners position in Q3 2026.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #950 holding.
  • Root Financial Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • 416 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.