Stonebridge Financial Group (Pennsylvania)’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$22.4M	Buy	396,757 +8,695	+2%	+$479K	1.7%	16
2026 Q1	$20.4M	Buy	388,062 +16,525	+4%	+$891K	1.68%	16
2025 Q4	$19.2M	Buy	371,537 +7,445	+2%	+$384K	1.64%	15
2025 Q3	$19M	Buy	364,092 +4,328	+1%	+$224K	1.68%	15
2025 Q2	$18M	Buy	359,764 +23,301	+7%	+$1.13M	1.75%	15
2025 Q1	$16.7M	Buy	336,463 +11,992	+4%	+$611K	1.77%	14
2024 Q4	$16.5M	Buy	+324,471	New	+$17M	1.82%	14

Other funds holding DON

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

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s DON Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its WisdomTree US MidCap Dividend Fund (DON) stake by 2.2% in Q2 2026, buying an estimated $479K and bringing the position to 396,757 shares worth $22.4M. The position accounts for 1.7% of the portfolio, ranked #16.

Stonebridge Financial Group (Pennsylvania) first reported a position in DON in Q4 2024 and has held it in 7 quarters since. 410 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 396,757 shares of WisdomTree US MidCap Dividend Fund worth $22.4M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 8,695 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $479K.
WisdomTree US MidCap Dividend Fund made up 1.7% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #16 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
410 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.