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Three Bearings Fiduciary Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Three Bearings Fiduciary Advisors’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 		$16.1M Buy
284,239
+924
+0.3% +$50.9K 14.4% 1
2026
Q1 		$14.9M Buy
283,315
+780
+0.3% +$42.1K 14.4% 1
2025
Q4 		$15.1M Buy
+282,535
New +$14.6M 14.16% 1

Other funds holding DON

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Three Bearings Fiduciary Advisors's DON Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.33% in Q2 2026, buying an estimated $50.9K and bringing the position to 284,239 shares worth $16.1M. The position accounts for 14.4% of the portfolio, ranked #1.

Three Bearings Fiduciary Advisors first reported a position in DON in Q4 2025 and has held it in 3 quarters since. 297 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 284,239 shares of WisdomTree US MidCap Dividend Fund worth $16.1M as of Q2 2026.
  • Three Bearings Fiduciary Advisors bought 924 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $50.9K.
  • WisdomTree US MidCap Dividend Fund made up 14.4% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #1 holding.
  • Three Bearings Fiduciary Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 297 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.