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 Q2	$463K	Sell	8,196 -11,090	-58%	-$611K	0.03%	53
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

True Link Financial Advisors's DON Position: Q2 2026 in Review

True Link Financial Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 58% in Q2 2026, selling an estimated $611K and leaving 8,196 shares worth $463K. The position accounts for 0.03% of the portfolio, ranked #53.

True Link Financial Advisors first reported a position in DON in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.06M in Q3 2025. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

True Link Financial Advisors held 8,196 shares of WisdomTree US MidCap Dividend Fund worth $463K as of Q2 2026.
True Link Financial Advisors sold 11,090 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $611K.
WisdomTree US MidCap Dividend Fund made up 0.03% of True Link Financial Advisors's portfolio in Q2 2026, its #53 holding.
True Link Financial Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and has held it in 7 quarters since.
True Link Financial Advisors's WisdomTree US MidCap Dividend Fund position peaked at $1.06M in Q3 2025.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.