VPP
DON icon

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
Q2 		$514K Buy
9,093
+10
+0.1% +$551 0.08% 90
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vertex Planning Partners's DON Position: Q2 2026 in Review

Vertex Planning Partners increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.11% in Q2 2026, buying an estimated $551 and bringing the position to 9,093 shares worth $514K. The position accounts for 0.08% of the portfolio, ranked #90.

Vertex Planning Partners first reported a position in DON in Q1 2023 and has held it in 14 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Vertex Planning Partners held 9,093 shares of WisdomTree US MidCap Dividend Fund worth $514K as of Q2 2026.
  • Vertex Planning Partners bought 10 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $551.
  • WisdomTree US MidCap Dividend Fund made up 0.08% of Vertex Planning Partners's portfolio in Q2 2026, its #90 holding.
  • Vertex Planning Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.