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

Wealth Enhancement Trust 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 		$1.62M Sell
28,743
-2,200
-7% -$121K 0.18% 110
2026
Q1 		$1.63M Hold
30,943
– – 0.2% 106
2025
Q4 		$1.6M Buy
+30,943
New +$1.59M 0.2% 95

Other funds holding DON

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 7.1% in Q2 2026, selling an estimated $121K and leaving 28,743 shares worth $1.62M. The position accounts for 0.18% of the portfolio, ranked #110.

Wealth Enhancement Trust Services first reported a position in DON in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.63M in Q1 2026. 376 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Wealth Enhancement Trust Services held 28,743 shares of WisdomTree US MidCap Dividend Fund worth $1.62M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 2,200 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $121K.
  • WisdomTree US MidCap Dividend Fund made up 0.18% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #110 holding.
  • Wealth Enhancement Trust Services first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's WisdomTree US MidCap Dividend Fund position peaked at $1.63M in Q1 2026.
  • 376 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

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