Sowell Financial Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Sowell Financial Services’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	$214K	Buy	+3,794	New	+$209K	0.01%	1045
2023 Q2	–	Sell	-7,232	Closed	-$296K	–	620
2023 Q1	$296K	Buy	+7,232	New	+$307K	0.02%	559
2021 Q2	–	Sell	-4,383	Closed	-$189K	–	1083
2021 Q1	$189K	Sell	4,383 -56	-1%	-$2.13K	0.01%	1081
2020 Q4	$155K	Sell	4,439 -226	-5%	-$7.35K	0.01%	955
2020 Q3	$135K	Sell	4,665 -2,220	-32%	-$65.4K	0.01%	869
2020 Q2	$195K	Sell	6,885 -4,868	-41%	-$131K	0.01%	731
2020 Q1	$284K	Sell	11,753 -3,416	-23%	-$115K	0.02%	564
2019 Q4	$577K	Sell	15,169 -1,134	-7%	-$41.9K	0.04%	408
2019 Q3	$592K	Buy	+16,303	New	+$583K	0.05%	362
2019 Q1	$1.12M	Sell	31,385 -387	-1%	-$13.5K	0.13%	179
2018 Q4	$1M	Buy	+31,772	New	+$1.09M	0.14%	156

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

Sowell Financial Services's DON Position: Q2 2026 in Review

Sowell Financial Services opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2026: 3,794 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #1045 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in DON as recently as Q1 2023.

Sowell Financial Services first reported a position in DON in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.12M in Q1 2019. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Sowell Financial Services held 3,794 shares of WisdomTree US MidCap Dividend Fund worth $214K as of Q2 2026.
WisdomTree US MidCap Dividend Fund was a new Sowell Financial Services position in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1045 holding.
Sowell Financial Services first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2018 and has held it in 11 quarters since.
Sowell Financial Services's WisdomTree US MidCap Dividend Fund position peaked at $1.12M in Q1 2019.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.