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

SOA 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 		– Sell
-137
Closed -$7.22K – 907
2026
Q1 		$7.22K Sell
137
-627
-82% -$33.8K ﹤0.01% 627
2025
Q4 		$39.4K Buy
764
+5
+0.7% +$258 0.01% 404
2025
Q3 		$39.7K Buy
759
+5
+0.7% +$259 0.01% 407
2025
Q2 		$37.8K Buy
754
+5
+0.7% +$241 0.01% 410
2025
Q1 		$37.1K Buy
749
+4
+0.5% +$204 0.01% 385
2024
Q4 		$38K Buy
745
+4
+0.5% +$210 0.01% 365
2024
Q3 		$37.9K Buy
741
+4
+0.5% +$195 0.01% 367
2024
Q2 		$34.5K Sell
737
-292
-28% -$13.8K 0.01% 362
2024
Q1 		$50.2K Buy
1,029
+5
+0.5% +$229 0.01% 303
2023
Q4 		$46.8K Buy
1,024
+7
+0.7% +$294 0.01% 302
2023
Q3 		$41.6K Buy
1,017
+7
+0.7% +$298 0.01% 308
2023
Q2 		$42.5K Buy
1,010
+7
+0.7% +$284 0.01% 313
2023
Q1 		$41.1K Buy
1,003
+5
+0.5% +$213 0.01% 307
2022
Q4 		$41K Buy
998
+10
+1% +$414 0.01% 304
2022
Q3 		$37K Buy
988
+8
+0.8% +$329 0.01% 298
2022
Q2 		$38K Buy
980
+7
+0.7% +$295 0.01% 296
2022
Q1 		$43K Buy
973
+6
+0.6% +$262 0.01% 331
2021
Q4 		$42K Buy
967
+4
+0.4% +$175 0.01% 319
2021
Q3 		$39K Buy
963
+5
+0.5% +$210 0.01% 336
2021
Q2 		$40K Buy
958
+4
+0.4% +$169 0.01% 337
2021
Q1 		$38K Buy
954
+1
+0.1% +$38 0.01% 300
2020
Q4 		$36K Buy
+953
New +$31K 0.01% 304

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SOA Wealth Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2026, closing a stake of 137 shares — an estimated $7.22K sold.

SOA Wealth Advisors first reported a position in DON in Q4 2020 and held it in 22 quarters. The position peaked at $50.2K in Q1 2024. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • SOA Wealth Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 137 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $7.22K.
  • SOA Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and held it in 22 quarters.
  • SOA Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $50.2K in Q1 2024.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.