RF
DON icon

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

Roxbury Financial’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 		$18K Buy
319
+1
+0.3% +$55 0.01% 278
2026
Q1 		$16.7K Hold
318
– – 0.02% 274
2025
Q4 		$16.4K Buy
318
+1
+0.3% +$52 0.01% 267
2025
Q3 		$16.6K Buy
317
+1
+0.3% +$52 0.02% 261
2025
Q2 		$15.8K Buy
316
+2
+0.6% +$97 0.02% 260
2025
Q1 		$16.2K Buy
314
+1
+0.3% +$51 0.02% 257
2024
Q4 		$17.4K Buy
+313
New +$16.4K 0.02% 262

Other funds holding DON

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
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
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Roxbury Financial's DON Position: Q2 2026 in Review

Roxbury Financial increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.31% in Q2 2026, buying an estimated $55 and bringing the position to 319 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #278.

Roxbury Financial first reported a position in DON in Q4 2024 and has held it in 7 quarters since. 139 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Roxbury Financial held 319 shares of WisdomTree US MidCap Dividend Fund worth $18K as of Q2 2026.
  • Roxbury Financial bought 1 WisdomTree US MidCap Dividend Fund share in Q2 2026, an estimated $55.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Roxbury Financial's portfolio in Q2 2026, its #278 holding.
  • Roxbury Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
  • 139 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.