Signature Estate & Investment Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Signature Estate & Investment 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	–	Sell	-4,098	Closed	-$215K	–	681
2026 Q1	$215K	Sell	4,098 -8,345	-67%	-$450K	﹤0.01%	614
2025 Q4	$642K	Sell	12,443 -75,493	-86%	-$3.89M	0.01%	342
2025 Q3	$4.6M	Sell	87,936 -142	-0.2%	-$7.35K	0.1%	96
2025 Q2	$4.41M	Sell	88,078 -43,426	-33%	-$2.1M	0.1%	94
2025 Q1	$6.51M	Buy	131,504 +32,353	+33%	+$1.65M	0.17%	67
2024 Q4	$5.05M	Buy	99,151 +42,131	+74%	+$2.21M	0.13%	73
2024 Q3	$2.92M	Sell	57,020 -60,689	-52%	-$2.97M	0.07%	99
2024 Q2	$5.51M	Sell	117,709 -21,100	-15%	-$997K	0.14%	65
2024 Q1	$6.77M	Sell	138,809 -1,514	-1%	-$69.4K	0.19%	45
2023 Q4	$6.41M	Sell	140,323 -1,549	-1%	-$65K	0.19%	49
2023 Q3	$5.81M	Buy	141,872 +3,900	+3%	+$166K	0.2%	46
2023 Q2	$5.8M	Buy	137,972 +4,285	+3%	+$174K	0.19%	48
2023 Q1	$5.48M	Sell	133,687 -7,734	-5%	-$329K	0.19%	49
2022 Q4	$5.82M	Sell	141,421 -6,311	-4%	-$261K	0.21%	52
2022 Q3	$5.57M	Sell	147,732 -2,702	-2%	-$111K	0.26%	44
2022 Q2	$5.86M	Sell	150,434 -515	-0.3%	-$21.7K	0.3%	43
2022 Q1	$6.71M	Buy	150,949 +5,675	+4%	+$248K	0.31%	42
2021 Q4	$6.44M	Sell	145,274 -1,993	-1%	-$87K	0.29%	42
2021 Q3	$6.1M	Buy	147,267 +1,257	+0.9%	+$52.8K	0.3%	42
2021 Q2	$6.13M	Sell	146,010 -18,632	-11%	-$789K	0.28%	44
2021 Q1	$6.66M	Sell	164,642 -16,659	-9%	-$634K	0.32%	44
2020 Q4	$6.31M	Sell	181,301 -13,175	-7%	-$428K	0.34%	43
2020 Q3	$5.63M	Sell	194,476 -14,012	-7%	-$413K	0.35%	43
2020 Q2	$5.91M	Sell	208,488 -49,990	-19%	-$1.35M	0.42%	38
2020 Q1	$6.25M	Buy	258,478 +27,096	+12%	+$912K	0.5%	36
2019 Q4	$8.8M	Buy	231,382 +377	+0.2%	+$13.9K	0.54%	37
2019 Q3	$8.39M	Buy	231,005 +2,101	+0.9%	+$75.1K	0.56%	36
2019 Q2	$8.29M	Buy	228,904 +2,063	+0.9%	+$74.1K	0.55%	37
2019 Q1	$8.12M	Sell	226,841 -21,977	-9%	-$767K	0.55%	39
2018 Q4	$7.87M	Buy	248,818 +1,607	+0.7%	+$55.1K	0.7%	38
2018 Q3	$9.12M	Sell	247,211 -3,677	-1%	-$135K	0.82%	32
2018 Q2	$8.98M	Sell	250,888 -3,966	-2%	-$139K	0.85%	33
2018 Q1	$8.7M	Buy	254,854 +221	+0.1%	+$7.71K	0.88%	33
2017 Q4	$8.98M	Sell	254,633 -136	-0.1%	-$4.65K	0.92%	33
2017 Q3	$8.49M	Sell	254,769 -744	-0.3%	-$24.3K	0.95%	32
2017 Q2	$8.32M	Sell	255,513 -16,701	-6%	-$541K	0.99%	34
2017 Q1	$8.85M	Buy	272,214 +9,645	+4%	+$311K	1.11%	33
2016 Q4	$8.26M	Sell	262,569 -35,691	-12%	-$1.09M	1.15%	32
2016 Q3	$9.04M	Buy	298,260 +67,998	+30%	+$2.06M	1.32%	30
2016 Q2	$6.87M	Buy	230,262 +19,161	+9%	+$556K	1.1%	32
2016 Q1	$6.06M	Buy	211,101 +23,034	+12%	+$608K	0.99%	34
2015 Q4	$5.05M	Buy	188,067 +29,118	+18%	+$792K	0.87%	36
2015 Q3	$4.12M	Buy	158,949 +18,270	+13%	+$495K	0.86%	40
2015 Q2	$3.88M	Buy	140,679 +39,189	+39%	+$1.11M	0.87%	37
2015 Q1	$2.91M	Sell	101,490 -1,524	-1%	-$43.2K	0.77%	37
2014 Q4	$2.88M	Buy	103,014 +9,117	+10%	+$247K	0.96%	32
2014 Q3	$2.45M	Buy	+93,897	New	+$2.52M	0.88%	31

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

Signature Estate & Investment Advisors's DON Position: Q2 2026 in Review

Signature Estate & Investment Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2026, closing a stake of 4,098 shares — an estimated $215K sold.

Signature Estate & Investment Advisors first reported a position in DON in Q3 2014 and held it in 47 quarters. The position peaked at $9.12M in Q3 2018. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Signature Estate & Investment Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Signature Estate & Investment Advisors sold 4,098 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $215K.
Signature Estate & Investment Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2014 and held it in 47 quarters.
Signature Estate & Investment Advisors's WisdomTree US MidCap Dividend Fund position peaked at $9.12M in Q3 2018.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.