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

Sequoia Financial 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	$233K	Hold	4,116	–	–	﹤0.01%	1864
2026 Q1	$216K	Sell	4,116 -335	-8%	-$18.1K	﹤0.01%	1752
2025 Q4	$230K	Sell	4,451 -356	-7%	-$18.3K	﹤0.01%	1731
2025 Q3	$251K	Hold	4,807	–	–	﹤0.01%	1490
2025 Q2	$241K	Buy	4,807 +294	+7%	+$14.2K	﹤0.01%	1385
2025 Q1	$224K	Hold	4,513	–	–	﹤0.01%	1211
2024 Q4	$230K	Sell	4,513 -200	-4%	-$10.5K	﹤0.01%	1155
2024 Q3	$241K	Hold	4,713	–	–	﹤0.01%	1083
2024 Q2	$220K	Buy	4,713 +1	+0%	+$47	﹤0.01%	1051
2024 Q1	$230K	Hold	4,712	–	–	﹤0.01%	987
2023 Q4	$215K	Sell	4,712 -1,026	-18%	-$43K	﹤0.01%	1084
2023 Q3	$235K	Buy	5,738 +2	+0%	+$85	﹤0.01%	787
2023 Q2	$241K	Buy	5,736 +3	+0.1%	+$122	﹤0.01%	781
2023 Q1	$235K	Buy	5,733 +1	+0%	+$43	0.01%	713
2022 Q4	$236K	Buy	5,732 +4	+0.1%	+$165	0.01%	673
2022 Q3	$216K	Buy	+5,728	New	+$236K	0.01%	472

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

Sequoia Financial Advisors's DON Position: Q2 2026 in Review

Sequoia Financial Advisors held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 4,116 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Sequoia Financial Advisors first reported a position in DON in Q3 2022 and has held it in 16 quarters since. The position peaked at $251K in Q3 2025. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Sequoia Financial Advisors held 4,116 shares of WisdomTree US MidCap Dividend Fund worth $233K as of Q2 2026.
Sequoia Financial Advisors left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1864 holding.
Sequoia Financial Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2022 and has held it in 16 quarters since.
Sequoia Financial Advisors's WisdomTree US MidCap Dividend Fund position peaked at $251K in Q3 2025.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.