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 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

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

Seek First's DON Position: Q2 2026 in Review

Seek First increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.62% in Q2 2026, buying an estimated $1.71K and bringing the position to 5,010 shares worth $283K. 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 6 quarters since. The position peaked at $352K in Q2 2025. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Seek First held 5,010 shares of WisdomTree US MidCap Dividend Fund worth $283K as of Q2 2026.
Seek First bought 31 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $1.71K.
WisdomTree US MidCap Dividend Fund made up 0.18% of Seek First's portfolio in Q2 2026, its #57 holding.
Seek First first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2025 and has held it in 6 quarters since.
Seek First's WisdomTree US MidCap Dividend Fund position peaked at $352K in Q2 2025.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.