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Vertex Planning Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Vertex Planning 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
Q1 		$477K Sell
9,083
-239
-3% -$12.9K 0.09% 78
2025
Q4 		$481K Sell
9,322
-138
-1% -$7.11K 0.11% 74
2025
Q3 		$495K Buy
9,460
+25
+0.3% +$1.29K 0.09% 112
2025
Q2 		$473K Sell
9,435
-51
-0.5% -$2.46K 0.1% 112
2025
Q1 		$470K Sell
9,486
-44
-0.5% -$2.24K 0.1% 111
2024
Q4 		$486K Buy
9,530
+19
+0.2% +$997 0.11% 109
2024
Q3 		$486K Buy
9,511
+97
+1% +$4.74K 0.12% 92
2024
Q2 		$440K Buy
9,414
+20
+0.2% +$945 0.11% 95
2024
Q1 		$458K Buy
9,394
+18
+0.2% +$825 0.13% 93
2023
Q4 		$428K Buy
9,376
+22
+0.2% +$923 0.13% 94
2023
Q3 		$383K Sell
9,354
-334
-3% -$14.2K 0.13% 84
2023
Q2 		$407K Buy
9,688
+22
+0.2% +$892 0.14% 78
2023
Q1 		$396K Buy
+9,666
New +$411K 0.15% 71

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vertex Planning Partners's DON Position: Q1 2026 in Review

Vertex Planning Partners reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 2.6% in Q1 2026, selling an estimated $12.9K and leaving 9,083 shares worth $477K. The position accounts for 0.09% of the portfolio, ranked #78.

Vertex Planning Partners first reported a position in DON in Q1 2023 and has held it in 13 quarters since. The position peaked at $495K in Q3 2025. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Vertex Planning Partners held 9,083 shares of WisdomTree US MidCap Dividend Fund worth $477K as of Q1 2026.
  • Vertex Planning Partners sold 239 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $12.9K.
  • WisdomTree US MidCap Dividend Fund made up 0.09% of Vertex Planning Partners's portfolio in Q1 2026, its #78 holding.
  • Vertex Planning Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2023 and has held it in 13 quarters since.
  • Vertex Planning Partners's WisdomTree US MidCap Dividend Fund position peaked at $495K in Q3 2025.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.