Summit Wealth Group (Colorado)’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Summit Wealth Group (Colorado)’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	$2.84M	Buy	50,187 +924	+2%	+$50.9K	0.23%	55
2026 Q1	$2.59M	Buy	49,263 +632	+1%	+$34.1K	0.27%	49
2025 Q4	$2.51M	Buy	+48,631	New	+$2.51M	0.33%	45
2025 Q3	–	Sell	-58,838	Closed	-$2.95M	–	524
2025 Q2	$2.95M	Buy	+58,838	New	+$2.84M	0.74%	36

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit Wealth Group (Colorado)'s DON Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its WisdomTree US MidCap Dividend Fund (DON) stake by 1.9% in Q2 2026, buying an estimated $50.9K and bringing the position to 50,187 shares worth $2.84M. The position accounts for 0.23% of the portfolio, ranked #55.

Summit Wealth Group (Colorado) first reported a position in DON in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.95M in Q2 2025. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Summit Wealth Group (Colorado) held 50,187 shares of WisdomTree US MidCap Dividend Fund worth $2.84M as of Q2 2026.
Summit Wealth Group (Colorado) bought 924 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $50.9K.
WisdomTree US MidCap Dividend Fund made up 0.23% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #55 holding.
Summit Wealth Group (Colorado) first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2025 and has held it in 4 quarters since.
Summit Wealth Group (Colorado)'s WisdomTree US MidCap Dividend Fund position peaked at $2.95M in Q2 2025.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.