True Link Financial Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

True Link Financial 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 Q1	$1.01M	Sell	19,286 -1,000	-5%	-$53.9K	0.06%	28
2025 Q4	$1.05M	Hold	20,286	–	–	0.06%	39
2025 Q3	$1.06M	Hold	20,286	–	–	0.07%	37
2025 Q2	$1.02M	Sell	20,286 -392	-2%	-$18.9K	0.07%	36
2025 Q1	$1.02M	Buy	+20,678	New	+$1.05M	0.08%	33
2021 Q1	–	Sell	-2,865	Closed	-$85K	–	693
2020 Q4	$85K	Buy	+2,865	New	+$93.2K	0.01%	456

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

True Link Financial Advisors's DON Position: Q1 2026 in Review

True Link Financial Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 4.9% in Q1 2026, selling an estimated $53.9K and leaving 19,286 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #28.

True Link Financial Advisors first reported a position in DON in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.06M in Q3 2025. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

True Link Financial Advisors held 19,286 shares of WisdomTree US MidCap Dividend Fund worth $1.01M as of Q1 2026.
True Link Financial Advisors sold 1,000 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $53.9K.
WisdomTree US MidCap Dividend Fund made up 0.06% of True Link Financial Advisors's portfolio in Q1 2026, its #28 holding.
True Link Financial Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and has held it in 6 quarters since.
True Link Financial Advisors's WisdomTree US MidCap Dividend Fund position peaked at $1.06M in Q3 2025.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.