Strategic Family Wealth Counselors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Strategic Family Wealth Counselors’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	$1.3M	Buy	24,752 +1,544	+7%	+$83.3K	0.34%	59
2025 Q4	$1.24M	Buy	23,208 +817	+4%	+$42.1K	0.28%	69
2025 Q3	$1.17M	Sell	22,391 -595	-3%	-$30.8K	0.3%	60
2025 Q2	$1.15M	Sell	22,986 -4,021	-15%	-$194K	0.33%	58
2025 Q1	$1.34M	Buy	27,007 +28	+0.1%	+$1.43K	0.43%	54
2024 Q4	$1.38M	Buy	26,979 +13,106	+94%	+$687K	0.45%	51
2024 Q3	$709K	Buy	13,873 +10	+0.1%	+$489	0.25%	64
2024 Q2	$648K	Buy	13,863 +10	+0.1%	+$473	0.25%	61
2024 Q1	$676K	Sell	13,853 -1,186	-8%	-$54.4K	0.27%	57
2023 Q4	$687K	Buy	15,039 +1,770	+13%	+$74.3K	0.29%	54
2023 Q3	$544K	Buy	13,269 +274	+2%	+$11.7K	0.26%	53
2023 Q2	$546K	Buy	12,995 +148	+1%	+$6K	0.25%	53
2023 Q1	$526K	Buy	12,847 +132	+1%	+$5.61K	0.25%	52
2022 Q4	$523K	Buy	+12,715	New	+$526K	0.26%	56

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 $2.31B AUM 28.23% 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

Strategic Family Wealth Counselors's DON Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 6.7% in Q1 2026, buying an estimated $83.3K and bringing the position to 24,752 shares worth $1.3M. The position accounts for 0.34% of the portfolio, ranked #59.

Strategic Family Wealth Counselors first reported a position in DON in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.38M in Q4 2024. 464 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Strategic Family Wealth Counselors held 24,752 shares of WisdomTree US MidCap Dividend Fund worth $1.3M as of Q1 2026.
Strategic Family Wealth Counselors bought 1,544 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $83.3K.
WisdomTree US MidCap Dividend Fund made up 0.34% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #59 holding.
Strategic Family Wealth Counselors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and has held it in 14 quarters since.
Strategic Family Wealth Counselors's WisdomTree US MidCap Dividend Fund position peaked at $1.38M in Q4 2024.
464 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.