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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

TBFA

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 73 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.
73 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.