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

SwitchPoint Financial Planning’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	$212K	Buy	+3,758	New	+$207K	0.12%	68

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

SwitchPoint Financial Planning's DON Position: Q2 2026 in Review

SwitchPoint Financial Planning opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2026: 3,758 shares worth $212K. The stake represents 0.12% of the portfolio and ranks #68 among its holdings.

473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

SwitchPoint Financial Planning held 3,758 shares of WisdomTree US MidCap Dividend Fund worth $212K as of Q2 2026.
WisdomTree US MidCap Dividend Fund was a new SwitchPoint Financial Planning position in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.12% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #68 holding.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.