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
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 		$9.81M Sell
201,123
-7,765
-4% -$356K 0.03% 486
2023
Q4 		$9.54M Sell
208,888
-33,326
-14% -$1.4M 0.03% 443
2023
Q3 		$9.92M 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

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

Wealth Enhancement Advisory Services's DON Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 1% in Q2 2026, selling an estimated $70.6K and leaving 123,429 shares worth $6.97M. The position accounts for 0.01% of the portfolio, ranked #833.

Wealth Enhancement Advisory Services first reported a position in DON in Q3 2021 and has held it in 16 quarters since. The position peaked at $12.3M in Q4 2024. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Wealth Enhancement Advisory Services held 123,429 shares of WisdomTree US MidCap Dividend Fund worth $6.97M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,281 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $70.6K.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #833 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2021 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's WisdomTree US MidCap Dividend Fund position peaked at $12.3M in Q4 2024.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.