WWM
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Wolff Wiese Magana’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Wolff Wiese Magana’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 		$25.4K Hold
450
– – 0.01% 323
2026
Q1 		$23.6K Hold
450
– – 0.01% 305
2025
Q4 		$23.2K Hold
450
– – 0.01% 296
2025
Q3 		$23.5K Hold
450
– – 0.01% 301
2025
Q2 		$22.6K Hold
450
– – 0.01% 280
2025
Q1 		$22.3K Hold
450
– – 0.02% 275
2024
Q4 		$22.9K Hold
450
– – 0.02% 279
2024
Q3 		$23K Hold
450
– – 0.02% 282
2024
Q2 		$21K Hold
450
– – 0.02% 232
2024
Q1 		$21.9K Hold
450
– – 0.02% 208
2023
Q4 		$20.6K Hold
450
– – 0.02% 209
2023
Q3 		$18.4K Hold
450
– – 0.02% 273
2023
Q2 		$18.9K Hold
450
– – 0.01% 279
2023
Q1 		$18.4K Hold
450
– – 0.02% 275
2022
Q4 		$18.5K Hold
450
– – 0.02% 264
2022
Q3 		$17K Hold
450
– – 0.01% 404
2022
Q2 		$18K Hold
450
– – 0.01% 417
2022
Q1 		$20K Hold
450
– – 0.01% 421
2021
Q4 		$20K Hold
450
– – 0.01% 431
2021
Q3 		$19K Hold
450
– – 0.01% 426
2021
Q2 		$19K Hold
450
– – 0.01% 401
2021
Q1 		$18K Hold
450
– – 0.01% 404
2020
Q4 		$16K Buy
+450
New +$14.6K 0.01% 391

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
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

Wolff Wiese Magana's DON Position: Q2 2026 in Review

Wolff Wiese Magana held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 450 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #323.

Wolff Wiese Magana first reported a position in DON in Q4 2020 and has held it in 23 quarters since. 144 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Wolff Wiese Magana held 450 shares of WisdomTree US MidCap Dividend Fund worth $25.4K as of Q2 2026.
  • Wolff Wiese Magana left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #323 holding.
  • Wolff Wiese Magana first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and has held it in 23 quarters since.
  • 144 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.