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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
Q2 		$837K Sell
14,810
-539
-4% -$29.7K 0.01% 900
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 $1.55T 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

Summit Financial's DON Position: Q2 2026 in Review

Summit Financial reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 3.5% in Q2 2026, selling an estimated $29.7K and leaving 14,810 shares worth $837K. The position accounts for 0.01% of the portfolio, ranked #900.

Summit Financial first reported a position in DON in Q2 2023 and has held it in 13 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Summit Financial held 14,810 shares of WisdomTree US MidCap Dividend Fund worth $837K as of Q2 2026.
  • Summit Financial sold 539 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $29.7K.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Summit Financial's portfolio in Q2 2026, its #900 holding.
  • Summit Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2023 and has held it in 13 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.