Wealthspire Advisors (New York)’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Wealthspire Advisors (New York)’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	$2.32M	Sell	40,999 -308	-0.7%	-$17K	0.01%	399
2026 Q1	$2.17M	Buy	41,307 +332	+0.8%	+$17.9K	0.02%	277
2025 Q4	$2.11M	Buy	40,975 +13	+0%	+$670	0.02%	286
2025 Q3	$2.14M	Buy	40,962 +400	+1%	+$20.7K	0.01%	265
2025 Q2	$2.03M	Buy	40,562 +826	+2%	+$39.9K	0.01%	278
2025 Q1	$1.97M	Buy	39,736 +11	+0%	+$561	0.01%	278
2024 Q4	$2.02M	Buy	39,725 +415	+1%	+$21.8K	0.02%	245
2024 Q3	$2.01M	Buy	39,310 +710	+2%	+$34.7K	0.02%	256
2024 Q2	$1.81M	Hold	38,600	–	–	0.02%	219
2024 Q1	$1.88M	Hold	38,600	–	–	0.03%	210
2023 Q4	$1.76M	Sell	38,600 -11	-0%	-$461	0.03%	213
2023 Q3	$1.58M	Buy	38,611 +11	+0%	+$469	0.03%	200
2023 Q2	$1.62M	Hold	38,600	–	–	0.03%	172
2023 Q1	$1.58M	Sell	38,600 -307	-0.8%	-$13K	0.03%	176
2022 Q4	$1.6M	Hold	38,907	–	–	0.03%	184
2022 Q3	$1.47M	Buy	38,907 +307	+0.8%	+$12.6K	0.03%	179
2022 Q2	$1.5M	Buy	+38,600	New	+$1.63M	0.03%	167
2021 Q4	–	Sell	-37,850	Closed	-$1.57M	–	561
2021 Q3	$1.57M	Buy	+37,850	New	+$1.59M	0.03%	191

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

Wealthspire Advisors (New York)'s DON Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.75% in Q2 2026, selling an estimated $17K and leaving 40,999 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #399.

Wealthspire Advisors (New York) first reported a position in DON in Q3 2021 and has held it in 18 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Wealthspire Advisors (New York) held 40,999 shares of WisdomTree US MidCap Dividend Fund worth $2.32M as of Q2 2026.
Wealthspire Advisors (New York) sold 308 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $17K.
WisdomTree US MidCap Dividend Fund made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #399 holding.
Wealthspire Advisors (New York) first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2021 and has held it in 18 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.