Spurstone Advisory Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Spurstone Advisory 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 Q1	$1.37K	Hold	26	–	–	0.02%	46
2025 Q4	$1.34K	Hold	26	–	–	0.02%	66
2025 Q3	$1.36K	Hold	26	–	–	0.02%	83
2025 Q2	$1.3K	Hold	26	–	–	0.02%	107
2025 Q1	$1.29K	Buy	+26	New	+$1.32K	0.03%	72

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spurstone Advisory Services's DON Position: Q1 2026 in Review

Spurstone Advisory Services held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q1 2026 at 26 shares worth $1.37K. The position accounts for 0.02% of the portfolio, ranked #46.

Spurstone Advisory Services first reported a position in DON in Q1 2025 and has held it in 5 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Spurstone Advisory Services held 26 shares of WisdomTree US MidCap Dividend Fund worth $1.37K as of Q1 2026.
Spurstone Advisory Services left its WisdomTree US MidCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US MidCap Dividend Fund made up 0.02% of Spurstone Advisory Services's portfolio in Q1 2026, its #46 holding.
Spurstone Advisory Services first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2025 and has held it in 5 quarters since.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.