TFG
DON icon

Team Financial Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Team Financial Group’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 		$779K Sell
13,780
-565
-4% -$31.1K 0.33% 24
2026
Q1 		$754K Sell
14,345
-298
-2% -$16.1K 0.34% 20
2025
Q4 		$756K Sell
14,643
-466
-3% -$24K 0.34% 21
2025
Q3 		$790K Sell
15,109
-415
-3% -$21.5K 0.37% 20
2025
Q2 		$778K Sell
15,524
-3,114
-17% -$150K 0.38% 18
2025
Q1 		$923K Sell
18,638
-34,677
-65% -$1.77M 0.53% 16
2024
Q4 		$2.72M Sell
53,315
-28,104
-35% -$1.47M 1.56% 15
2024
Q3 		$4.16M Sell
81,419
-11,913
-13% -$582K 2.48% 11
2024
Q2 		$4.37M Buy
93,332
+997
+1% +$47.1K 2.8% 11
2024
Q1 		$4.5M Sell
92,335
-13,751
-13% -$631K 3.03% 11
2023
Q4 		$4.85M Buy
106,086
+1,124
+1% +$47.2K 3.48% 10
2023
Q3 		$4.3M Buy
+104,962
New +$4.47M 3.55% 10

Other funds holding DON

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Team Financial Group's DON Position: Q2 2026 in Review

Team Financial Group reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 3.9% in Q2 2026, selling an estimated $31.1K and leaving 13,780 shares worth $779K. The position accounts for 0.33% of the portfolio, ranked #24.

Team Financial Group first reported a position in DON in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.85M in Q4 2023. 139 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Team Financial Group held 13,780 shares of WisdomTree US MidCap Dividend Fund worth $779K as of Q2 2026.
  • Team Financial Group sold 565 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $31.1K.
  • WisdomTree US MidCap Dividend Fund made up 0.33% of Team Financial Group's portfolio in Q2 2026, its #24 holding.
  • Team Financial Group first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2023 and has held it in 12 quarters since.
  • Team Financial Group's WisdomTree US MidCap Dividend Fund position peaked at $4.85M in Q4 2023.
  • 139 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.