de Creative Planning WisdomTree US MidCap Dividend Fund DON Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 85.7 M | Vender |
1,516,308
-1,939
| -0.1% | -USD 107 k | 0.05% | 165 |
|
|
2026
Q1 | USD 79.8 M | Vender |
1,518,247
-264
| -0% | -USD 14.2 k | 0.05% | 153 |
|
|
2025
Q4 | USD 78.4 M | Vender |
1,518,511
-2,702
| -0.2% | -USD 139 k | 0.06% | 146 |
|
|
2025
Q3 | USD 79.6 M | Comprar |
1,521,213
+3,600
| +0.2% | +USD 186 k | 0.06% | 129 |
|
|
2025
Q2 | USD 76.1 M | Vender |
1,517,613
-10,764
| -0.7% | -USD 520 k | 0.07% | 123 |
|
|
2025
Q1 | USD 75.7 M | Vender |
1,528,377
-31,338
| -2% | -USD 1.6 M | 0.07% | 116 |
|
|
2024
Q4 | USD 79.5 M | Vender |
1,559,715
-13,785
| -0.9% | -USD 723 k | 0.08% | 105 |
|
|
2024
Q3 | USD 80.5 M | Vender |
1,573,500
-41,932
| -3% | -USD 2.05 M | 0.08% | 105 |
|
|
2024
Q2 | USD 75.6 M | Comprar |
1,615,432
+7,344
| +0.5% | +USD 347 k | 0.08% | 103 |
|
|
2024
Q1 | USD 78.4 M | Vender |
1,608,088
-49,155
| -3% | -USD 2.25 M | 0.09% | 100 |
|
|
2023
Q4 | USD 75.7 M | Vender |
1,657,243
-1,231
| -0.1% | -USD 51.6 k | 0.14% | 96 |
|
|
2023
Q3 | USD 67.9 M | Vender |
1,658,474
-7,003
| -0.4% | -USD 299 k | 0.09% | 103 |
|
|
2023
Q2 | USD 70 M | Comprar |
1,665,477
+114,143
| +7% | +USD 4.63 M | 0.09% | 97 |
|
|
2023
Q1 | USD 63.6 M | Vender |
1,551,334
-70,008
| -4% | -USD 2.98 M | 0.09% | 98 |
|
|
2022
Q4 | USD 66.7 M | Comprar |
1,621,342
+81,473
| +5% | +USD 3.37 M | 0.1% | 99 |
|
|
2022
Q3 | USD 58 M | Comprar |
1,539,869
+94,709
| +7% | +USD 3.9 M | 0.1% | 90 |
|
|
2022
Q2 | USD 56.3 M | Comprar |
1,445,160
+53,341
| +4% | +USD 2.25 M | 0.09% | 94 |
|
|
2022
Q1 | USD 61.8 M | Comprar |
1,391,819
+94,572
| +7% | +USD 4.14 M | 0.1% | 90 |
|
|
2021
Q4 | USD 57.5 M | Comprar |
1,297,247
+29,557
| +2% | +USD 1.29 M | 0.09% | 86 |
|
|
2021
Q3 | USD 52.5 M | Comprar |
1,267,690
+107,454
| +9% | +USD 4.51 M | 0.09% | 85 |
|
|
2021
Q2 | USD 48.7 M | Vender |
1,160,236
-112,938
| -9% | -USD 4.78 M | 0.09% | 92 |
|
|
2021
Q1 | USD 51.5 M | Comprar |
1,273,174
+46,404
| +4% | +USD 1.77 M | 0.1% | 83 |
|
|
2020
Q4 | USD 42.7 M | Vender |
1,226,770
-100,218
| -8% | -USD 3.26 M | 0.09% | 91 |
|
|
2020
Q3 | USD 38.4 M | Vender |
1,326,988
-55,933
| -4% | -USD 1.65 M | 0.1% | 80 |
|
|
2020
Q2 | USD 39.2 M | Comprar |
1,382,921
+91,639
| +7% | +USD 2.47 M | 0.11% | 74 |
|
|
2020
Q1 | USD 31.2 M | Vender |
1,291,282
-110,149
| -8% | -USD 3.71 M | 0.11% | 75 |
|
|
2019
Q4 | USD 53.3 M | Comprar |
1,401,431
+69,293
| +5% | +USD 2.56 M | 0.16% | 62 |
|
|
2019
Q3 | USD 48.4 M | Comprar |
1,332,138
+28,693
| +2% | +USD 1.03 M | 0.16% | 62 |
|
|
2019
Q2 | USD 47.2 M | Vender |
1,303,445
-25,471
| -2% | -USD 915 k | 0.16% | 60 |
|
|
2019
Q1 | USD 47.6 M | Comprar |
1,328,916
+110,041
| +9% | +USD 3.84 M | 0.17% | 56 |
|
|
2018
Q4 | USD 38.6 M | Vender |
1,218,875
-128,702
| -10% | -USD 4.41 M | 0.16% | 60 |
|
|
2018
Q3 | USD 49.7 M | Comprar |
1,347,577
+17,929
| +1% | +USD 660 k | 0.18% | 54 |
|
|
2018
Q2 | USD 47.6 M | Comprar |
1,329,648
+14,194
| +1% | +USD 498 k | 0.19% | 55 |
|
|
2018
Q1 | USD 44.9 M | Comprar |
1,315,454
+88,218
| +7% | +USD 3.08 M | 0.18% | 54 |
|
|
2017
Q4 | USD 43.3 M | Comprar |
1,227,236
+66,860
| +6% | +USD 2.29 M | 0.19% | 53 |
|
|
2017
Q3 | USD 38.7 M | Comprar |
1,160,376
+50,931
| +5% | +USD 1.66 M | 0.18% | 56 |
|
|
2017
Q2 | USD 36.2 M | Comprar |
1,109,445
+97,506
| +10% | +USD 3.16 M | 0.18% | 60 |
|
|
2017
Q1 | USD 32.9 M | Comprar |
1,011,939
+62,112
| +7% | +USD 2 M | 0.18% | 59 |
|
|
2016
Q4 | USD 29.9 M | Comprar |
949,827
+9,909
| +1% | +USD 302 k | 0.18% | 59 |
|
|
2016
Q3 | USD 28.5 M | Comprar |
939,918
+19,977
| +2% | +USD 607 k | 0.18% | 56 |
|
|
2016
Q2 | USD 27.4 M | Comprar |
919,941
+39,363
| +4% | +USD 1.14 M | 0.2% | 53 |
|
|
2016
Q1 | USD 25.3 M | Vender |
880,578
-46,878
| -5% | -USD 1.24 M | 0.2% | 56 |
|
|
2015
Q4 | USD 24.9 M | Comprar |
927,456
+11,517
| +1% | +USD 313 k | 0.2% | 59 |
|
|
2015
Q3 | USD 23.7 M | Vender |
915,939
-9,813
| -1% | -USD 266 k | 0.21% | 56 |
|
|
2015
Q2 | USD 25.5 M | Comprar |
925,752
+29,145
| +3% | +USD 828 k | 0.23% | 48 |
|
|
2015
Q1 | USD 25.7 M | Comprar |
896,607
+28,251
| +3% | +USD 800 k | 0.24% | 44 |
|
|
2014
Q4 | USD 24.2 M | Comprar |
868,356
+95,910
| +12% | +USD 2.59 M | 0.25% | 47 |
|
|
2014
Q3 | USD 20.2 M | Comprar |
772,446
+15,909
| +2% | +USD 428 k | 0.23% | 51 |
|
|
2014
Q2 | USD 20.6 M | Comprar |
756,537
+138,849
| +22% | +USD 3.63 M | 0.27% | 44 |
|
|
2014
Q1 | USD 15.9 M | Comprar |
617,688
+106,095
| +21% | +USD 2.64 M | 0.24% | 50 |
|
|
2013
Q4 | USD 12.7 M | Comprar |
511,593
+91,857
| +22% | +USD 2.22 M | 0.22% | 55 |
|
|
2013
Q3 | USD 9.7 M | Comprar |
419,736
+141,699
| +51% | +USD 3.25 M | 0.19% | 56 |
|
|
2013
Q2 | USD 6.08 M | Comprar |
+278,037
| Nuevas | +USD 6.12 M | 0.14% | 70 |
|
Otros fondos que tienen DON en su cartera
Posición de Creative Planning en DON: resumen de T2 2026
Creative Planning redujo su participación en WisdomTree US MidCap Dividend Fund (DON) en 0.13% durante T2 2026, al vender acciones por un valor estimado de USD 107 k, y conservó 1,516,308 acciones valuadas en USD 85.7 M. La posición representa 0.05% de la cartera y ocupa el puesto #165.
Creative Planning reportó por primera vez una posición en DON en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 474 fondos que sigue Wall St. Rank mantienen una posición en DON.
- Al cierre de T2 2026, Creative Planning tenía 1,516,308 acciones de WisdomTree US MidCap Dividend Fund con un valor de USD 85.7 M.
- Creative Planning vendió 1,939 acciones de WisdomTree US MidCap Dividend Fund en T2 2026, por un valor estimado de USD 107 k.
- WisdomTree US MidCap Dividend Fund representó 0.05% de la cartera de Creative Planning en T2 2026 y fue su posición número 165.
- Creative Planning reportó por primera vez una posición en WisdomTree US MidCap Dividend Fund en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 474 fondos que sigue Wall St. Rank tenían WisdomTree US MidCap Dividend Fund en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.