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Apeiron RIA’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Apeiron RIA’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 		$4.71M Sell
86,685
-1,780
-2% -$102K 1.07% 25
2026
Q2 		$5M Buy
88,465
+3
+0% +$165 1.28% 25
2026
Q1 		$4.65M Sell
88,462
-5,346
-6% -$288K 1.08% 24
2025
Q4 		$5.04M Sell
93,808
-8,491
-8% -$438K 1.02% 25
2025
Q3 		$5.19M Sell
102,299
-7,077
-6% -$366K 1.17% 26
2025
Q2 		$5.48M Sell
109,376
-6,163
-5% -$298K 1.41% 21
2025
Q1 		$5.72M Sell
115,539
-2,471
-2% -$126K 1.73% 15
2024
Q4 		$6.01M Sell
118,010
-8,838
-7% -$464K 1.68% 14
2024
Q3 		$6.49M Sell
126,848
-837
-0.7% -$40.9K 1.86% 15
2024
Q2 		$5.97M Sell
127,685
-5,487
-4% -$259K 1.83% 14
2024
Q1 		$6.49M Sell
133,172
-4,908
-4% -$225K 1.88% 15
2023
Q4 		$6.31M Sell
138,080
-496
-0.4% -$20.8K 1.97% 15
2023
Q3 		$5.68M Sell
138,576
-2,610
-2% -$111K 1.94% 16
2023
Q2 		$5.94M Sell
141,186
-6,634
-4% -$269K 2.03% 18
2023
Q1 		$6.06M Sell
147,820
-4,342
-3% -$185K 2.08% 16
2022
Q4 		$6.26M Buy
152,162
+4,448
+3% +$184K 2.39% 13
2022
Q3 		$5.74M Buy
147,714
+2,693
+2% +$111K 2.64% 10
2022
Q2 		$565K Buy
145,021
+341
+0.2% +$14.4K 0.16% 62
2022
Q1 		$6.31M Buy
144,680
+4,496
+3% +$197K 3.01% 9
2021
Q4 		$6.22M Buy
+140,184
New +$6.12M 2.55% 12

Other funds holding DON

Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 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
WPIC
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return
MPW
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
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Apeiron RIA's DON Position: Q3 2026 in Review

Apeiron RIA reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 2% in Q3 2026, selling an estimated $102K and leaving 86,685 shares worth $4.71M. The position accounts for 1.07% of the portfolio, ranked #25.

Apeiron RIA first reported a position in DON in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.49M in Q1 2024. 75 funds tracked by Wall St. Rank hold DON as of Q3 2026.

  • Apeiron RIA held 86,685 shares of WisdomTree US MidCap Dividend Fund worth $4.71M as of Q3 2026.
  • Apeiron RIA sold 1,780 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $102K.
  • WisdomTree US MidCap Dividend Fund made up 1.07% of Apeiron RIA's portfolio in Q3 2026, its #25 holding.
  • Apeiron RIA first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and has held it in 20 quarters since.
  • Apeiron RIA's WisdomTree US MidCap Dividend Fund position peaked at $6.49M in Q1 2024.
  • 75 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.