Ancora Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $539K | Hold |
10,251
| – | – | 0.01% | 509 |
|
|
2025
Q4 | $529K | Sell |
10,251
-350
| -3% | -$18K | 0.01% | 526 |
|
|
2025
Q3 | $554K | Buy |
10,601
+56
| +0.5% | +$2.9K | 0.01% | 537 |
|
|
2025
Q2 | $529K | Hold |
10,545
| – | – | 0.01% | 525 |
|
|
2025
Q1 | $522K | Hold |
10,545
| – | – | 0.01% | 511 |
|
|
2024
Q4 | $537K | Sell |
10,545
-200
| -2% | -$10.5K | 0.01% | 502 |
|
|
2024
Q3 | $549K | Sell |
10,745
-5
| -0% | -$244 | 0.01% | 486 |
|
|
2024
Q2 | $503K | Sell |
10,750
-111
| -1% | -$5.25K | 0.01% | 492 |
|
|
2024
Q1 | $530K | Buy |
10,861
+350
| +3% | +$16.1K | 0.01% | 495 |
|
|
2023
Q4 | $480K | Buy |
10,511
+200
| +2% | +$8.39K | 0.01% | 514 |
|
|
2023
Q3 | $422K | Hold |
10,311
| – | – | 0.01% | 511 |
|
|
2023
Q2 | $434K | Hold |
10,311
| – | – | 0.01% | 492 |
|
|
2023
Q1 | $423K | Hold |
10,311
| – | – | 0.01% | 502 |
|
|
2022
Q4 | $424K | Hold |
10,311
| – | – | 0.01% | 520 |
|
|
2022
Q3 | $388K | Hold |
10,311
| – | – | 0.01% | 556 |
|
|
2022
Q2 | $402K | Hold |
10,311
| – | – | 0.01% | 574 |
|
|
2022
Q1 | $458K | Hold |
10,311
| – | – | 0.01% | 577 |
|
|
2021
Q4 | $457K | Hold |
10,311
| – | – | 0.01% | 575 |
|
|
2021
Q3 | $427K | Hold |
10,311
| – | – | 0.01% | 587 |
|
|
2021
Q2 | $433K | Hold |
10,311
| – | – | 0.01% | 575 |
|
|
2021
Q1 | $417K | Sell |
10,311
-3,023
| -23% | -$115K | 0.01% | 563 |
|
|
2020
Q4 | $464K | Hold |
13,334
| – | – | 0.01% | 479 |
|
|
2020
Q3 | $386K | Hold |
13,334
| – | – | 0.02% | 482 |
|
|
2020
Q2 | $378K | Buy |
13,334
+500
| +4% | +$13.5K | 0.02% | 479 |
|
|
2020
Q1 | $310K | Sell |
12,834
-12,984
| -50% | -$437K | 0.01% | 552 |
|
|
2019
Q4 | $959K | Buy |
25,818
+12,834
| +99% | +$475K | 0.04% | 370 |
|
|
2019
Q3 | $471K | Hold |
12,984
| – | – | 0.02% | 470 |
|
|
2019
Q2 | $470K | Hold |
12,984
| – | – | 0.02% | 438 |
|
|
2019
Q1 | $465K | Hold |
12,984
| – | – | 0.02% | 435 |
|
|
2018
Q4 | $411K | Sell |
12,984
-279
| -2% | -$9.57K | 0.02% | 445 |
|
|
2018
Q3 | $489K | Hold |
13,263
| – | – | 0.02% | 487 |
|
|
2018
Q2 | $474K | Hold |
13,263
| – | – | 0.02% | 494 |
|
|
2018
Q1 | $453K | Buy |
13,263
+150
| +1% | +$5.24K | 0.02% | 494 |
|
|
2017
Q4 | $462K | Hold |
13,113
| – | – | 0.02% | 453 |
|
|
2017
Q3 | $437K | Sell |
13,113
-600
| -4% | -$19.6K | 0.03% | 486 |
|
|
2017
Q2 | $447K | Sell |
13,713
-150
| -1% | -$4.86K | 0.03% | 442 |
|
|
2017
Q1 | $451K | Hold |
13,863
| – | – | 0.03% | 436 |
|
|
2016
Q4 | $436K | Hold |
13,863
| – | – | 0.03% | 424 |
|
|
2016
Q3 | $420K | Hold |
13,863
| – | – | 0.04% | 362 |
|
|
2016
Q2 | $414K | Hold |
13,863
| – | – | 0.05% | 345 |
|
|
2016
Q1 | $398K | Hold |
13,863
| – | – | 0.05% | 339 |
|
|
2015
Q4 | $372K | Hold |
13,863
| – | – | 0.05% | 348 |
|
|
2015
Q3 | $359K | Hold |
13,863
| – | – | 0.05% | 351 |
|
|
2015
Q2 | $382K | Buy |
+13,863
| New | +$394K | 0.04% | 363 |
|
|
2015
Q1 | – | Sell |
-14,475
| Closed | -$410K | – | 344 |
|
|
2014
Q4 | $404K | Hold |
14,475
| – | – | 0.05% | 343 |
|
|
2014
Q3 | $378K | Hold |
14,475
| – | – | 0.05% | 337 |
|
|
2014
Q2 | $394K | Hold |
14,475
| – | – | 0.05% | 342 |
|
|
2014
Q1 | $372K | Hold |
14,475
| – | – | 0.05% | 324 |
|
|
2013
Q4 | $360K | Buy |
14,475
+1,431
| +11% | +$34.5K | 0.05% | 298 |
|
|
2013
Q3 | $302K | Hold |
13,044
| – | – | 0.05% | 308 |
|
|
2013
Q2 | $285K | Buy |
+13,044
| New | +$287K | 0.05% | 321 |
|
Other funds holding DON
LW
Ancora Advisors's DON Position: Q1 2026 in Review
Ancora Advisors held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q1 2026 at 10,251 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #509.
Ancora Advisors first reported a position in DON in Q2 2013 and has held it in 51 quarters since. The position peaked at $959K in Q4 2019. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.
- Ancora Advisors held 10,251 shares of WisdomTree US MidCap Dividend Fund worth $539K as of Q1 2026.
- Ancora Advisors left its WisdomTree US MidCap Dividend Fund share count unchanged in Q1 2026.
- WisdomTree US MidCap Dividend Fund made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #509 holding.
- Ancora Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2013 and has held it in 51 quarters since.
- Ancora Advisors's WisdomTree US MidCap Dividend Fund position peaked at $959K in Q4 2019.
- 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.
Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.