Sanctuary Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Sanctuary 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	$3.14M	Sell	55,604 -1,861	-3%	-$103K	0.01%	799
2026 Q1	$3.02M	Buy	57,465 +107	+0.2%	+$5.77K	0.02%	736
2025 Q4	$2.96M	Sell	57,358 -1,920	-3%	-$98.9K	0.02%	732
2025 Q3	$3.1M	Sell	59,278 -6,801	-10%	-$352K	0.02%	699
2025 Q2	$3.31M	Sell	66,079 -92	-0.1%	-$4.44K	0.02%	643
2025 Q1	$3.28M	Buy	66,171 +3,618	+6%	+$184K	0.02%	608
2024 Q4	$3.31M	Buy	62,553 +2,195	+4%	+$115K	0.02%	668
2024 Q3	$3.32M	Sell	60,358 -11,141	-16%	-$545K	0.02%	661
2024 Q2	$3.33M	Buy	+71,499	New	+$3.38M	0.02%	609

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

Sanctuary Advisors's DON Position: Q2 2026 in Review

Sanctuary Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 3.2% in Q2 2026, selling an estimated $103K and leaving 55,604 shares worth $3.14M. The position accounts for 0.01% of the portfolio, ranked #799.

Sanctuary Advisors first reported a position in DON in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.33M in Q2 2024. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Sanctuary Advisors held 55,604 shares of WisdomTree US MidCap Dividend Fund worth $3.14M as of Q2 2026.
Sanctuary Advisors sold 1,861 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $103K.
WisdomTree US MidCap Dividend Fund made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #799 holding.
Sanctuary Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's WisdomTree US MidCap Dividend Fund position peaked at $3.33M in Q2 2024.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.