Stonebridge Financial Group, LLC/CA’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$954K	Buy	+16,896	New	+$931K	0.13%	110

Other funds holding DON

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

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's DON Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2026: 16,896 shares worth $954K. The stake represents 0.13% of the portfolio and ranks #110 among its holdings.

409 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 16,896 shares of WisdomTree US MidCap Dividend Fund worth $954K as of Q2 2026.
WisdomTree US MidCap Dividend Fund was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.13% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #110 holding.
409 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.