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 Q3	$2.64M	Sell	48,935 -1,252	-2%	-$71.5K	0.17%	85
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Summit Wealth Group (Colorado)'s DON Position: Q3 2026 in Review

Summit Wealth Group (Colorado) reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 2.5% in Q3 2026, selling an estimated $71.5K and leaving 48,935 shares worth $2.64M. The position accounts for 0.17% of the portfolio, ranked #85.

Summit Wealth Group (Colorado) first reported a position in DON in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.95M in Q2 2025. 331 funds tracked by Wall St. Rank hold DON as of Q3 2026.

Summit Wealth Group (Colorado) held 48,935 shares of WisdomTree US MidCap Dividend Fund worth $2.64M as of Q3 2026.
Summit Wealth Group (Colorado) sold 1,252 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $71.5K.
WisdomTree US MidCap Dividend Fund made up 0.17% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #85 holding.
Summit Wealth Group (Colorado) first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
Summit Wealth Group (Colorado)'s WisdomTree US MidCap Dividend Fund position peaked at $2.95M in Q2 2025.
331 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.