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

Summit Financial’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 		$806K Buy
15,349
+219
+1% +$11.8K 0.01% 850
2025
Q4 		$781K Sell
15,130
-169
-1% -$8.71K 0.01% 740
2025
Q3 		$800K Buy
15,299
+2,959
+24% +$153K 0.01% 717
2025
Q2 		$618K Sell
12,340
-35
-0.3% -$1.69K 0.01% 521
2025
Q1 		$613K Buy
12,375
+797
+7% +$40.6K 0.02% 465
2024
Q4 		$590K Buy
11,578
+192
+2% +$10.1K 0.02% 419
2024
Q3 		$582K Buy
11,386
+2,144
+23% +$105K 0.02% 351
2024
Q2 		$432K Hold
9,242
– – 0.02% 352
2024
Q1 		$451K Buy
9,242
+2,360
+34% +$108K 0.03% 274
2023
Q4 		$315K Sell
6,882
-233
-3% -$9.78K 0.02% 294
2023
Q3 		$291K Hold
7,115
– – 0.02% 291
2023
Q2 		$299K Buy
+7,115
New +$289K 0.02% 276

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Financial's DON Position: Q1 2026 in Review

Summit Financial increased its WisdomTree US MidCap Dividend Fund (DON) stake by 1.4% in Q1 2026, buying an estimated $11.8K and bringing the position to 15,349 shares worth $806K. The position accounts for 0.01% of the portfolio, ranked #850.

Summit Financial first reported a position in DON in Q2 2023 and has held it in 12 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Summit Financial held 15,349 shares of WisdomTree US MidCap Dividend Fund worth $806K as of Q1 2026.
  • Summit Financial bought 219 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $11.8K.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Summit Financial's portfolio in Q1 2026, its #850 holding.
  • Summit Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2023 and has held it in 12 quarters since.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.