Seek First’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Seek First’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	$272K	Buy	5,039 +29	+0.6%	+$1.66K	0.18%	57
2026 Q2	$283K	Buy	5,010 +31	+0.6%	+$1.71K	0.18%	57
2026 Q1	$262K	Sell	4,979 -828	-14%	-$44.7K	0.18%	51
2025 Q4	$300K	Buy	5,807 +42	+0.7%	+$2.16K	0.21%	49
2025 Q3	$302K	Sell	5,765 -1,263	-18%	-$65.4K	0.22%	49
2025 Q2	$352K	Buy	7,028 +47	+0.7%	+$2.27K	0.29%	41
2025 Q1	$346K	Buy	+6,981	New	+$356K	0.31%	39

Other funds holding DON

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Marion Wealth Management Monroeville, Pennsylvania $508M AUM 13.53% 1-Year Est. Return

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Seek First's DON Position: Q3 2026 in Review

Seek First increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.58% in Q3 2026, buying an estimated $1.66K and bringing the position to 5,039 shares worth $272K. The position accounts for 0.18% of the portfolio, ranked #57.

Seek First first reported a position in DON in Q1 2025 and has held it in 7 quarters since. The position peaked at $352K in Q2 2025. 190 funds tracked by Wall St. Rank hold DON as of Q3 2026.

Seek First held 5,039 shares of WisdomTree US MidCap Dividend Fund worth $272K as of Q3 2026.
Seek First bought 29 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $1.66K.
WisdomTree US MidCap Dividend Fund made up 0.18% of Seek First's portfolio in Q3 2026, its #57 holding.
Seek First first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2025 and has held it in 7 quarters since.
Seek First's WisdomTree US MidCap Dividend Fund position peaked at $352K in Q2 2025.
190 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.