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SHP Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

SHP Wealth Management’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
Q1 		$754K Sell
14,347
-2,291
-14% -$124K 0.06% 116
2025
Q4 		$859K Buy
+16,638
New +$857K 0.07% 95

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SHP Wealth Management's DON Position: Q1 2026 in Review

SHP Wealth Management reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 14% in Q1 2026, selling an estimated $124K and leaving 14,347 shares worth $754K. The position accounts for 0.06% of the portfolio, ranked #116.

SHP Wealth Management first reported a position in DON in Q4 2025 and has held it in 2 quarters since. The position peaked at $859K in Q4 2025. 465 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • SHP Wealth Management held 14,347 shares of WisdomTree US MidCap Dividend Fund worth $754K as of Q1 2026.
  • SHP Wealth Management sold 2,291 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $124K.
  • WisdomTree US MidCap Dividend Fund made up 0.06% of SHP Wealth Management's portfolio in Q1 2026, its #116 holding.
  • SHP Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $859K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.