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WealthPlan Investment Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

WealthPlan Investment Management’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 		$985K Buy
17,433
+5,089
+41% +$280K 0.05% 232
2026
Q1 		$649K Buy
12,344
+7,525
+156% +$406K 0.04% 266
2025
Q4 		$249K Buy
+4,819
New +$248K 0.02% 340

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

WealthPlan Investment Management's DON Position: Q2 2026 in Review

WealthPlan Investment Management increased its WisdomTree US MidCap Dividend Fund (DON) stake by 41% in Q2 2026, buying an estimated $280K and bringing the position to 17,433 shares worth $985K. The position accounts for 0.05% of the portfolio, ranked #232.

WealthPlan Investment Management first reported a position in DON in Q4 2025 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • WealthPlan Investment Management held 17,433 shares of WisdomTree US MidCap Dividend Fund worth $985K as of Q2 2026.
  • WealthPlan Investment Management bought 5,089 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $280K.
  • WisdomTree US MidCap Dividend Fund made up 0.05% of WealthPlan Investment Management's portfolio in Q2 2026, its #232 holding.
  • WealthPlan Investment Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.