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Yarger Wealth Strategies’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Yarger Wealth Strategies’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 		$1.92M Sell
33,986
-3,246
-9% -$179K 0.69% 39
2026
Q1 		$1.96M Sell
37,232
-1,285
-3% -$69.3K 0.79% 34
2025
Q4 		$1.99M Buy
38,517
+277
+0.7% +$14.3K 0.85% 30
2025
Q3 		$2M Buy
38,240
+124
+0.3% +$6.42K 0.92% 29
2025
Q2 		$1.91M Buy
38,116
+255
+0.7% +$12.3K 1% 27
2025
Q1 		$1.87M Buy
37,861
+173
+0.5% +$8.82K 1.09% 27
2024
Q4 		$1.92M Sell
37,688
-2,075
-5% -$109K 1.11% 25
2024
Q3 		$2.03M Sell
39,763
-88
-0.2% -$4.3K 1.12% 25
2024
Q2 		$1.86M Buy
39,851
+247
+0.6% +$11.7K 1.12% 26
2024
Q1 		$1.93M Buy
39,604
+226
+0.6% +$10.4K 1.32% 25
2023
Q4 		$1.8M Sell
39,378
-2,401
-6% -$101K 1.45% 19
2023
Q3 		$1.71M Buy
41,779
+277
+0.7% +$11.8K 1.46% 21
2023
Q2 		$1.75M Sell
41,502
-1,128
-3% -$45.8K 1.57% 20
2023
Q1 		$1.75M Buy
42,630
+3
+0% +$128 1.91% 18
2022
Q4 		$1.75M Buy
42,627
+401
+0.9% +$16.6K 2.17% 16
2022
Q3 		$1.59M Buy
42,226
+312
+0.7% +$12.8K 2.11% 16
2022
Q2 		$1.66M Buy
41,914
+302
+0.7% +$12.7K 2.14% 14
2022
Q1 		$1.85M Buy
41,612
+134
+0.3% +$5.86K 2.41% 12
2021
Q4 		$1.84M Buy
+41,478
New +$1.81M 1.98% 14

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

Yarger Wealth Strategies's DON Position: Q2 2026 in Review

Yarger Wealth Strategies reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 8.7% in Q2 2026, selling an estimated $179K and leaving 33,986 shares worth $1.92M. The position accounts for 0.69% of the portfolio, ranked #39.

Yarger Wealth Strategies first reported a position in DON in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.03M in Q3 2024. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Yarger Wealth Strategies held 33,986 shares of WisdomTree US MidCap Dividend Fund worth $1.92M as of Q2 2026.
  • Yarger Wealth Strategies sold 3,246 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $179K.
  • WisdomTree US MidCap Dividend Fund made up 0.69% of Yarger Wealth Strategies's portfolio in Q2 2026, its #39 holding.
  • Yarger Wealth Strategies first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • Yarger Wealth Strategies's WisdomTree US MidCap Dividend Fund position peaked at $2.03M in Q3 2024.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.