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Arkadios Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Arkadios Wealth Advisors’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 		$2.61M Buy
49,664
+25,550
+106% +$1.38M 0.04% 425
2025
Q4 		$1.24M Sell
24,114
-713
-3% -$36.7K 0.02% 610
2025
Q3 		$1.3M Buy
24,827
+161
+0.7% +$8.34K 0.03% 538
2025
Q2 		$1.24M Buy
24,666
+18,935
+330% +$914K 0.04% 489
2025
Q1 		$284K Buy
+5,731
New +$292K 0.01% 926
2024
Q2 		– Sell
-24,742
Closed -$1.21M – 875
2024
Q1 		$1.21M Sell
24,742
-634
-2% -$29.1K 0.09% 205
2023
Q4 		$1.16M Sell
25,376
-1,779
-7% -$74.6K 0.1% 196
2023
Q3 		$1.11M Sell
27,155
-1,139
-4% -$48.6K 0.11% 195
2023
Q2 		$1.19M Sell
28,294
-1,353
-5% -$54.9K 0.14% 162
2023
Q1 		$1.21M Sell
29,647
-1,943
-6% -$82.6K 0.14% 162
2022
Q4 		$1.3M Buy
31,590
+1,546
+5% +$63.9K 0.17% 142
2022
Q3 		$1.13M Sell
30,044
-6,855
-19% -$282K 0.17% 147
2022
Q2 		$1.44M Sell
36,899
-1,291
-3% -$54.4K 0.21% 133
2022
Q1 		$1.7M Sell
38,190
-737
-2% -$32.2K 0.22% 115
2021
Q4 		$1.73M Sell
38,927
-69,662
-64% -$3.04M 0.23% 104
2021
Q3 		$4.5M Sell
108,589
-11,605
-10% -$487K 0.65% 24
2021
Q2 		$5.04M Buy
120,194
+1,722
+1% +$72.9K 0.61% 24
2021
Q1 		$4.79M Buy
118,472
+1,417
+1% +$53.9K 0.79% 25
2020
Q4 		$4.07M Buy
+117,055
New +$3.81M 0.85% 26

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

Arkadios Wealth Advisors's DON Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 106% in Q1 2026, buying an estimated $1.38M and bringing the position to 49,664 shares worth $2.61M. The position accounts for 0.04% of the portfolio, ranked #425.

Arkadios Wealth Advisors first reported a position in DON in Q4 2020 and has held it in 19 quarters since. The position peaked at $5.04M in Q2 2021. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Arkadios Wealth Advisors held 49,664 shares of WisdomTree US MidCap Dividend Fund worth $2.61M as of Q1 2026.
  • Arkadios Wealth Advisors bought 25,550 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $1.38M.
  • WisdomTree US MidCap Dividend Fund made up 0.04% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #425 holding.
  • Arkadios Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and has held it in 19 quarters since.
  • Arkadios Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $5.04M in Q2 2021.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.