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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Anson Capital's DON Position: Q1 2026 in Review

Anson Capital increased its WisdomTree US MidCap Dividend Fund (DON) stake by 4.8% in Q1 2026, buying an estimated $44.2K and bringing the position to 17,892 shares worth $940K. The position accounts for 0.64% of the portfolio, ranked #36.

Anson Capital first reported a position in DON in Q1 2023 and has held it in 12 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Anson Capital held 17,892 shares of WisdomTree US MidCap Dividend Fund worth $940K as of Q1 2026.
  • Anson Capital bought 820 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $44.2K.
  • WisdomTree US MidCap Dividend Fund made up 0.64% of Anson Capital's portfolio in Q1 2026, its #36 holding.
  • Anson Capital first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2023 and has held it in 12 quarters since.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Anson Capital's 13F filing for Q1 2026, filed 14 May 2026.