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 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

TBFA

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Root Financial Partners's DON Position: Q2 2026 in Review

Root Financial Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2026, closing a stake of 1,198 shares — an estimated $62.9K sold.

Root Financial Partners first reported a position in DON in Q3 2025 and held it in 3 quarters. The position peaked at $62.9K in Q1 2026. 193 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Root Financial Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,198 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $62.9K.
Root Financial Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2025 and held it in 3 quarters.
Root Financial Partners's WisdomTree US MidCap Dividend Fund position peaked at $62.9K in Q1 2026.
193 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.