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Spire Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Spire Wealth Management’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 		$185K Buy
3,277
+644
+24% +$35.5K 0.01% 814
2026
Q1 		$138K Sell
2,633
-203
-7% -$10.9K ﹤0.01% 890
2025
Q4 		$146K Buy
2,836
+972
+52% +$50.1K ﹤0.01% 886
2025
Q3 		$97.5K Buy
1,864
+9
+0.5% +$466 ﹤0.01% 998
2025
Q2 		$93K Sell
1,855
-1,631
-47% -$78.8K ﹤0.01% 997
2025
Q1 		$173K Buy
3,486
+7
+0.2% +$357 0.01% 856
2024
Q4 		$177K Sell
3,479
-52
-1% -$2.73K 0.01% 857
2024
Q3 		$181K Buy
3,531
+9
+0.3% +$440 0.01% 757
2024
Q2 		$165K Sell
3,522
-389
-10% -$18.4K 0.01% 761
2024
Q1 		$191K Buy
3,911
+117
+3% +$5.37K ﹤0.01% 774
2023
Q4 		$70.3K Buy
3,794
+2,274
+150% +$95.4K ﹤0.01% 1093
2023
Q3 		$62.3K Hold
1,520
– – ﹤0.01% 1094
2023
Q2 		$63.9K Sell
1,520
-628
-29% -$25.5K ﹤0.01% 1105
2023
Q1 		$88K Buy
2,148
+210
+11% +$8.93K ﹤0.01% 1003
2022
Q4 		$80K Hold
1,938
– – ﹤0.01% 816
2022
Q3 		$73K Sell
1,938
-210
-10% -$8.64K ﹤0.01% 812
2022
Q2 		$84K Sell
2,148
-2,069
-49% -$87.2K ﹤0.01% 1092
2022
Q1 		$187K Sell
4,217
-17,251
-80% -$754K 0.01% 926
2021
Q4 		$952K Buy
21,468
+12,789
+147% +$558K 0.02% 483
2021
Q3 		$360K Sell
8,679
-944
-10% -$39.6K 0.01% 700
2021
Q2 		$404K Sell
9,623
-17,251
-64% -$730K 0.01% 679
2021
Q1 		$1.09M Buy
+26,874
New +$1.02M 0.03% 411

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

Spire Wealth Management's DON Position: Q2 2026 in Review

Spire Wealth Management increased its WisdomTree US MidCap Dividend Fund (DON) stake by 24% in Q2 2026, buying an estimated $35.5K and bringing the position to 3,277 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #814.

Spire Wealth Management first reported a position in DON in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.09M in Q1 2021. 73 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Spire Wealth Management held 3,277 shares of WisdomTree US MidCap Dividend Fund worth $185K as of Q2 2026.
  • Spire Wealth Management bought 644 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $35.5K.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #814 holding.
  • Spire Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $1.09M in Q1 2021.
  • 73 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.