Versant Capital Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Versant Capital Management’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	$135K	Buy	+2,386	New	+$131K	0.01%	784

Other funds holding DON

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

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

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Versant Capital Management's DON Position: Q2 2026 in Review

Versant Capital Management opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2026: 2,386 shares worth $135K. The stake represents 0.01% of the portfolio and ranks #784 among its holdings.

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

Versant Capital Management held 2,386 shares of WisdomTree US MidCap Dividend Fund worth $135K as of Q2 2026.
WisdomTree US MidCap Dividend Fund was a new Versant Capital Management position in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.01% of Versant Capital Management's portfolio in Q2 2026, its #784 holding.
139 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.