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Synergy Investment Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Synergy Investment Management’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 		$56.5K Hold
1,000
– – 0.01% 359
2026
Q1 		$52.5K Buy
+1,000
New +$53.9K 0.02% 280
2025
Q2 		– Sell
-1,079
Closed -$53.4K – 202
2025
Q1 		$53.4K Buy
1,079
+79
+8% +$4.03K 0.02% 226
2024
Q4 		$51K Buy
+1,000
New +$52.4K 0.02% 237

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

Synergy Investment Management's DON Position: Q2 2026 in Review

Synergy Investment Management held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 1,000 shares worth $56.5K. The position accounts for 0.01% of the portfolio, ranked #359.

Synergy Investment Management first reported a position in DON in Q4 2024 and has held it in 4 quarters since. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Synergy Investment Management held 1,000 shares of WisdomTree US MidCap Dividend Fund worth $56.5K as of Q2 2026.
  • Synergy Investment Management left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #359 holding.
  • Synergy Investment Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 4 quarters since.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.