Wealthcare Capital Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Wealthcare Capital 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	$2M	Buy	35,465 +1,819	+5%	+$100K	0.83%	23
2026 Q1	$1.77M	Buy	33,646 +2,906	+9%	+$157K	0.83%	24
2025 Q4	$1.59M	Buy	30,740 +2,910	+10%	+$150K	0.74%	29
2025 Q3	$1.46M	Buy	27,830 +5,038	+22%	+$261K	0.67%	32
2025 Q2	$1.14M	Buy	22,792 +2,683	+13%	+$130K	0.57%	32
2025 Q1	$996K	Buy	20,109 +1,333	+7%	+$67.9K	0.51%	33
2024 Q4	$957K	Buy	+18,776	New	+$985K	0.5%	36

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthcare Capital Partners's DON Position: Q2 2026 in Review

Wealthcare Capital Partners increased its WisdomTree US MidCap Dividend Fund (DON) stake by 5.4% in Q2 2026, buying an estimated $100K and bringing the position to 35,465 shares worth $2M. The position accounts for 0.83% of the portfolio, ranked #23.

Wealthcare Capital Partners first reported a position in DON in Q4 2024 and has held it in 7 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Wealthcare Capital Partners held 35,465 shares of WisdomTree US MidCap Dividend Fund worth $2M as of Q2 2026.
Wealthcare Capital Partners bought 1,819 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $100K.
WisdomTree US MidCap Dividend Fund made up 0.83% of Wealthcare Capital Partners's portfolio in Q2 2026, its #23 holding.
Wealthcare Capital Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.