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

Stonebridge Financial Group’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 		$911K Hold
16,896
– – 0.11% 106
2026
Q2 		$954K Buy
+16,896
New +$931K 0.13% 110

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Stonebridge Financial Group's DON Position: Q3 2026 in Review

Stonebridge Financial Group held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q3 2026 at 16,896 shares worth $911K. The position accounts for 0.11% of the portfolio, ranked #106.

Stonebridge Financial Group first reported a position in DON in Q2 2026 and has held it in 2 quarters since. The position peaked at $954K in Q2 2026. 416 funds tracked by Wall St. Rank hold DON as of Q3 2026.

  • Stonebridge Financial Group held 16,896 shares of WisdomTree US MidCap Dividend Fund worth $911K as of Q3 2026.
  • Stonebridge Financial Group left its WisdomTree US MidCap Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.11% of Stonebridge Financial Group's portfolio in Q3 2026, its #106 holding.
  • Stonebridge Financial Group first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2026 and has held it in 2 quarters since.
  • Stonebridge Financial Group's WisdomTree US MidCap Dividend Fund position peaked at $954K in Q2 2026.
  • 416 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.