Tounjian Advisory Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Tounjian Advisory Partners’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	$72.1K	Buy	+1,276	New	+$70.3K	0.03%	196

Other funds holding DON

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TBFA

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

Tounjian Advisory Partners's DON Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2026: 1,276 shares worth $72.1K. The stake represents 0.03% of the portfolio and ranks #196 among its holdings.

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

Tounjian Advisory Partners held 1,276 shares of WisdomTree US MidCap Dividend Fund worth $72.1K as of Q2 2026.
WisdomTree US MidCap Dividend Fund was a new Tounjian Advisory Partners position in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.03% of Tounjian Advisory Partners's portfolio in Q2 2026, its #196 holding.
319 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.