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Apollon Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Apollon Wealth Management’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
Q2 		$2.06M Sell
36,505
-2,391
-6% -$132K 0.03% 481
2026
Q1 		$2.04M Sell
38,896
-10,985
-22% -$592K 0.03% 379
2025
Q4 		$2.57M Sell
49,881
-1,062
-2% -$54.7K 0.04% 319
2025
Q3 		$2.66M Buy
50,943
+546
+1% +$28.3K 0.05% 323
2025
Q2 		$2.53M Sell
50,397
-836
-2% -$40.4K 0.05% 314
2025
Q1 		$2.54M Buy
51,233
+293
+0.6% +$14.9K 0.06% 282
2024
Q4 		$2.6M Buy
50,940
+188
+0.4% +$9.86K 0.06% 290
2024
Q3 		$2.59M Sell
50,752
-638
-1% -$31.2K 0.07% 247
2024
Q2 		$2.4M Sell
51,390
-193
-0.4% -$9.12K 0.07% 242
2024
Q1 		$2.52M Buy
51,583
+745
+1% +$34.2K 0.08% 231
2023
Q4 		$2.32M Buy
50,838
+12,189
+32% +$511K 0.08% 231
2023
Q3 		$1.58M Buy
38,649
+1,443
+4% +$61.5K 0.08% 246
2023
Q2 		$1.56M Sell
37,206
-2,188
-6% -$88.7K 0.08% 270
2023
Q1 		$1.61M Buy
39,394
+65
+0.2% +$2.76K 0.1% 214
2022
Q4 		$1.62M Sell
39,329
-763
-2% -$31.6K 0.11% 189
2022
Q3 		$1.51M Sell
40,092
-1,113
-3% -$45.8K 0.12% 178
2022
Q2 		$1.61M Sell
41,205
-250
-0.6% -$10.5K 0.13% 168
2022
Q1 		$1.84M Buy
41,455
+608
+1% +$26.6K 0.13% 168
2021
Q4 		$1.81M Buy
+40,847
New +$1.78M 0.14% 166

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Apollon Wealth Management's DON Position: Q2 2026 in Review

Apollon Wealth Management reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 6.1% in Q2 2026, selling an estimated $132K and leaving 36,505 shares worth $2.06M. The position accounts for 0.03% of the portfolio, ranked #481.

Apollon Wealth Management first reported a position in DON in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.66M in Q3 2025. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Apollon Wealth Management held 36,505 shares of WisdomTree US MidCap Dividend Fund worth $2.06M as of Q2 2026.
  • Apollon Wealth Management sold 2,391 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $132K.
  • WisdomTree US MidCap Dividend Fund made up 0.03% of Apollon Wealth Management's portfolio in Q2 2026, its #481 holding.
  • Apollon Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • Apollon Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $2.66M in Q3 2025.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.