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 Q3	$1.41K	Hold	26	–	–	0.02%	65
2026 Q2	$1.47K	Hold	26	–	–	0.02%	64
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Marion Wealth Management Monroeville, Pennsylvania $508M AUM 13.53% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Concord Wealth Partners Abingdon, Virginia $860M AUM 17.87% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Spurstone Advisory Services's DON Position: Q3 2026 in Review

Spurstone Advisory Services held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q3 2026 at 26 shares worth $1.41K. The position accounts for 0.02% of the portfolio, ranked #65.

Spurstone Advisory Services first reported a position in DON in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.47K in Q2 2026. 228 funds tracked by Wall St. Rank hold DON as of Q3 2026.

Spurstone Advisory Services held 26 shares of WisdomTree US MidCap Dividend Fund worth $1.41K as of Q3 2026.
Spurstone Advisory Services left its WisdomTree US MidCap Dividend Fund share count unchanged in Q3 2026.
WisdomTree US MidCap Dividend Fund made up 0.02% of Spurstone Advisory Services's portfolio in Q3 2026, its #65 holding.
Spurstone Advisory Services first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2025 and has held it in 7 quarters since.
Spurstone Advisory Services's WisdomTree US MidCap Dividend Fund position peaked at $1.47K in Q2 2026.
228 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Spurstone Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.