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

Wick 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	$366K	Hold	6,468	–	–	0.06%	139
2026 Q1	$340K	Hold	6,468	–	–	0.06%	129
2025 Q4	$334K	Hold	6,468	–	–	0.06%	134
2025 Q3	$338K	Sell	6,468 -3,508	-35%	-$182K	0.08%	90
2025 Q2	$324K	Buy	9,976 +3,508	+54%	+$169K	0.08%	82
2025 Q1	$320K	Buy	+6,468	New	+$330K	0.1%	77

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

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

Wick Capital Partners held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 6,468 shares worth $366K. The position accounts for 0.06% of the portfolio, ranked #139.

Wick Capital Partners first reported a position in DON in Q1 2025 and has held it in 6 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Wick Capital Partners held 6,468 shares of WisdomTree US MidCap Dividend Fund worth $366K as of Q2 2026.
Wick Capital Partners left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.06% of Wick Capital Partners's portfolio in Q2 2026, its #139 holding.
Wick Capital Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2025 and has held it in 6 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Wick Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.