Wealth Enhancement Advisory Services
DON icon

Wealth Enhancement Advisory Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$6.62M Sell
120,908
-2,521
-2% -$144K 0.01% 931
2026
Q2 		$6.97M Sell
123,429
-1,281
-1% -$70.6K 0.01% 833
2026
Q1 		$6.59M Sell
124,710
-89,012
-42% -$4.8M 0.01% 763
2025
Q4 		$11.3M Sell
213,722
-12,486
-6% -$643K 0.02% 654
2025
Q3 		$11.8M Sell
226,208
-6,230
-3% -$323K 0.02% 597
2025
Q2 		$12M Buy
232,438
+720
+0.3% +$34.8K 0.02% 574
2025
Q1 		$11.5M Sell
231,718
-9,514
-4% -$485K 0.02% 536
2024
Q4 		$12.3M Buy
241,232
+2,596
+1% +$136K 0.02% 505
2024
Q3 		$12.2M Sell
238,636
-6,293
-3% -$308K 0.03% 465
2024
Q2 		$11.5M Buy
244,929
+43,806
+22% +$2.07M 0.03% 446
2024
Q1 		$9.8M Sell
201,123
-7,765
-4% -$356K 0.03% 486
2023
Q4 		$9.5M Sell
208,888
-33,326
-14% -$1.4M 0.03% 443
2023
Q3 		$9.9M Buy
+242,214
New +$10.3M 0.03% 414
2022
Q3 		– Sell
-17,756
Closed -$702K – 336
2022
Q2 		$702K Sell
17,756
-95,496
-84% -$4.03M 0.01% 261
2022
Q1 		$5.03M Sell
113,252
-126,051
-53% -$5.51M 0.07% 134
2021
Q4 		$10.3M Buy
239,303
+157,383
+192% +$6.87M 0.15% 70
2021
Q3 		$3.58M Buy
+81,920
New +$3.44M 0.05% 120

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Precedent Wealth Partners
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Avidian Wealth Enterprises
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Farther Finance Advisors
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CX Institutional
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White Pine Investment Company
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Melone Private Wealth
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Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's DON Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 2% in Q3 2026, selling an estimated $144K and leaving 120,908 shares worth $6.62M. The position accounts for 0.01% of the portfolio, ranked #931.

Wealth Enhancement Advisory Services first reported a position in DON in Q3 2021 and has held it in 17 quarters since. The position peaked at $12.3M in Q4 2024. 170 funds tracked by Wall St. Rank hold DON as of Q3 2026.

  • Wealth Enhancement Advisory Services held 120,908 shares of WisdomTree US MidCap Dividend Fund worth $6.62M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 2,521 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $144K.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #931 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2021 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's WisdomTree US MidCap Dividend Fund position peaked at $12.3M in Q4 2024.
  • 170 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.