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Southland Equity Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Southland Equity Partners’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 		$1.55M Sell
27,504
-273
-1% -$15K 0.27% 72
2026
Q1 		$1.46M Sell
27,777
-545
-2% -$29.4K 0.28% 71
2025
Q4 		$1.46M Sell
28,322
-465
-2% -$24K 0.29% 70
2025
Q3 		$1.51M Sell
28,787
-440
-2% -$22.8K 0.3% 67
2025
Q2 		$1.46M Sell
29,227
-18
-0.1% -$869 0.32% 64
2025
Q1 		$1.45M Sell
29,245
-195
-0.7% -$9.94K 0.34% 57
2024
Q4 		$1.5M Sell
29,440
-155
-0.5% -$8.13K 0.35% 53
2024
Q3 		$1.51M Sell
29,595
-104
-0.4% -$5.08K 0.37% 54
2024
Q2 		$1.39M Sell
29,699
-70
-0.2% -$3.31K 0.4% 51
2024
Q1 		$1.45M Sell
29,769
-101
-0.3% -$4.63K 0.41% 44
2023
Q4 		$1.36M Sell
29,870
-512
-2% -$21.5K 0.43% 41
2023
Q3 		$1.24M Sell
30,382
-229
-0.7% -$9.76K 0.43% 41
2023
Q2 		$1.29M Sell
30,611
-471
-2% -$19.1K 0.43% 41
2023
Q1 		$1.27M Sell
31,082
-1,280
-4% -$54.4K 0.5% 40
2022
Q4 		$1.33M Buy
32,362
+738
+2% +$30.5K 0.51% 35
2022
Q3 		$1.19M Sell
31,624
-481
-1% -$19.8K 0.59% 38
2022
Q2 		$1.25M Sell
32,105
-320
-1% -$13.5K 0.57% 37
2022
Q1 		$1.44M Sell
32,425
-184
-0.6% -$8.05K 0.6% 31
2021
Q4 		$1.45M Sell
32,609
-154
-0.5% -$6.72K 0.59% 36
2021
Q3 		$1.36M Sell
32,763
-334
-1% -$14K 0.62% 36
2021
Q2 		$1.39M Sell
33,097
-2,558
-7% -$108K 0.66% 35
2021
Q1 		$1.44M Sell
35,655
-215
-0.6% -$8.18K 0.82% 29
2020
Q4 		$1.25M Buy
+35,870
New +$1.17M 0.84% 28

Other funds holding DON

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Southland Equity Partners's DON Position: Q2 2026 in Review

Southland Equity Partners reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.98% in Q2 2026, selling an estimated $15K and leaving 27,504 shares worth $1.55M. The position accounts for 0.27% of the portfolio, ranked #72.

Southland Equity Partners first reported a position in DON in Q4 2020 and has held it in 23 quarters since. 73 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Southland Equity Partners held 27,504 shares of WisdomTree US MidCap Dividend Fund worth $1.55M as of Q2 2026.
  • Southland Equity Partners sold 273 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $15K.
  • WisdomTree US MidCap Dividend Fund made up 0.27% of Southland Equity Partners's portfolio in Q2 2026, its #72 holding.
  • Southland Equity Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and has held it in 23 quarters since.
  • 73 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.