Sound Income Strategies’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Sound Income Strategies’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	-11	Closed	-$580	–	965
2026 Q1	$580	Hold	11	–	–	﹤0.01%	2376
2025 Q4	$595	Buy	+11	New	+$567	﹤0.01%	2361
2025 Q2	–	Sell	-168	Closed	-$8.32K	–	1637
2025 Q1	$8.32K	Buy	+168	New	+$8.56K	﹤0.01%	952
2024 Q2	–	Sell	-83	Closed	-$4.05K	–	1403
2024 Q1	$4.05K	Hold	83	–	–	﹤0.01%	938
2023 Q4	$3.79K	Buy	+83	New	+$3.48K	﹤0.01%	940
2023 Q2	–	Sell	-9	Closed	-$369	–	1123
2023 Q1	$369	Buy	+9	New	+$383	﹤0.01%	1009

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

Sound Income Strategies's DON Position: Q2 2026 in Review

Sound Income Strategies sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2026, closing a stake of 11 shares — an estimated $580 sold.

Sound Income Strategies first reported a position in DON in Q1 2023 and held it in 6 quarters. The position peaked at $8.32K in Q1 2025. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Sound Income Strategies reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 11 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $580.
Sound Income Strategies first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2023 and held it in 6 quarters.
Sound Income Strategies's WisdomTree US MidCap Dividend Fund position peaked at $8.32K in Q1 2025.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.