AC
DON icon

Anson Capital’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Anson Capital’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
Q3 		$1.22M Buy
22,582
+2,381
+12% +$136K 0.79% 33
2026
Q2 		$1.14M Buy
20,201
+2,309
+13% +$127K 0.74% 34
2026
Q1 		$940K Buy
17,892
+820
+5% +$44.2K 0.64% 36
2025
Q4 		$881K Buy
17,072
+4,962
+41% +$256K 0.64% 37
2025
Q3 		$633K Buy
12,110
+661
+6% +$34.2K 0.47% 43
2025
Q2 		$574K Buy
11,449
+463
+4% +$22.4K 0.46% 44
2025
Q1 		$544K Buy
10,986
+351
+3% +$17.9K 0.47% 45
2024
Q4 		$542K Sell
10,635
-103
-1% -$5.4K 0.47% 39
2024
Q3 		$549K Buy
10,738
+280
+3% +$13.7K 0.49% 39
2024
Q2 		$489K Buy
10,458
+308
+3% +$14.6K 0.48% 41
2024
Q1 		$495K Buy
10,150
+9
+0.1% +$413 0.71% 36
2023
Q4 		$463K Buy
10,141
+4,536
+81% +$190K 0.76% 39
2023
Q3 		$230K Buy
+5,605
New +$239K 0.44% 49
2023
Q2 		– Sell
-5,166
Closed -$212K – 66
2023
Q1 		$212K Buy
+5,166
New +$220K 0.34% 68

Other funds holding DON

Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Marion Wealth Management
Marion Wealth Management Monroeville, Pennsylvania $508M AUM 13.53% 1-Year Est. Return
Lee-Kelleher Wealth Management
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
White Pine Investment Company
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return
Melone Private Wealth
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Anson Capital's DON Position: Q3 2026 in Review

Anson Capital increased its WisdomTree US MidCap Dividend Fund (DON) stake by 12% in Q3 2026, buying an estimated $136K and bringing the position to 22,582 shares worth $1.22M. The position accounts for 0.79% of the portfolio, ranked #33.

Anson Capital first reported a position in DON in Q1 2023 and has held it in 14 quarters since. 125 funds tracked by Wall St. Rank hold DON as of Q3 2026.

  • Anson Capital held 22,582 shares of WisdomTree US MidCap Dividend Fund worth $1.22M as of Q3 2026.
  • Anson Capital bought 2,381 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $136K.
  • WisdomTree US MidCap Dividend Fund made up 0.79% of Anson Capital's portfolio in Q3 2026, its #33 holding.
  • Anson Capital first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
  • 125 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Anson Capital's 13F filing for Q3 2026, filed 23 Oct 2026.