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

Sightline Wealth 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	$227K	Buy	4,022 +24	+0.6%	+$1.32K	0.08%	82
2026 Q1	$210K	Buy	3,998 +20	+0.5%	+$1.08K	0.09%	84
2025 Q4	$205K	Buy	3,978 +29	+0.7%	+$1.49K	0.09%	91
2025 Q3	$207K	Buy	+3,949	New	+$205K	0.09%	87

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

Sightline Wealth Advisors's DON Position: Q2 2026 in Review

Sightline Wealth Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.6% in Q2 2026, buying an estimated $1.32K and bringing the position to 4,022 shares worth $227K. The position accounts for 0.08% of the portfolio, ranked #82.

Sightline Wealth Advisors first reported a position in DON in Q3 2025 and has held it in 4 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Sightline Wealth Advisors held 4,022 shares of WisdomTree US MidCap Dividend Fund worth $227K as of Q2 2026.
Sightline Wealth Advisors bought 24 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $1.32K.
WisdomTree US MidCap Dividend Fund made up 0.08% of Sightline Wealth Advisors's portfolio in Q2 2026, its #82 holding.
Sightline Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.