SGK
DON icon

Steigerwald Gordon & Koch’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Steigerwald Gordon & Koch’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 		$84.8K Hold
1,500
– – 0.01% 236
2026
Q1 		$78.8K Hold
1,500
– – 0.01% 241
2025
Q4 		$77.4K Hold
1,500
– – 0.01% 248
2025
Q3 		$78.5K Buy
+1,500
New +$77.7K 0.01% 237

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Steigerwald Gordon & Koch's DON Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 1,500 shares worth $84.8K. The position accounts for 0.01% of the portfolio, ranked #236.

Steigerwald Gordon & Koch first reported a position in DON in Q3 2025 and has held it in 4 quarters since. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Steigerwald Gordon & Koch held 1,500 shares of WisdomTree US MidCap Dividend Fund worth $84.8K as of Q2 2026.
  • Steigerwald Gordon & Koch left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #236 holding.
  • Steigerwald Gordon & Koch first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.