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

Signal Advisors Wealth’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	$298K	Sell	5,271 -234	-4%	-$12.9K	0.02%	532
2026 Q1	$289K	Buy	5,505 +420	+8%	+$22.7K	0.02%	484
2025 Q4	$262K	Buy	5,085 +713	+16%	+$36.7K	0.02%	437
2025 Q3	$229K	Buy	+4,372	New	+$226K	0.02%	415
2024 Q2	–	Sell	-5,547	Closed	-$271K	–	125
2024 Q1	$271K	Buy	+5,547	New	+$254K	0.07%	245

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

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

Signal Advisors Wealth reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 4.3% in Q2 2026, selling an estimated $12.9K and leaving 5,271 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #532.

Signal Advisors Wealth first reported a position in DON in Q1 2024 and has held it in 5 quarters since. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Signal Advisors Wealth held 5,271 shares of WisdomTree US MidCap Dividend Fund worth $298K as of Q2 2026.
Signal Advisors Wealth sold 234 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $12.9K.
WisdomTree US MidCap Dividend Fund made up 0.02% of Signal Advisors Wealth's portfolio in Q2 2026, its #532 holding.
Signal Advisors Wealth first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2024 and has held it in 5 quarters since.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.