Ashton Thomas Private Wealth’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Ashton Thomas Private Wealth’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	$291K	Hold	5,542	–	–	0.01%	889
2025 Q4	$286K	Hold	5,542	–	–	0.01%	833
2025 Q3	$290K	Hold	5,542	–	–	0.01%	808
2025 Q2	$278K	Buy	+5,542	New	+$268K	0.01%	705
2024 Q3	–	Sell	-856	Closed	-$40K	–	934
2024 Q2	$40K	Buy	+856	New	+$40.5K	﹤0.01%	975
2019 Q2	–	Sell	-171,468	Closed	-$6.14M	–	187
2019 Q1	$6.14M	Buy	+171,468	New	+$5.99M	2.52%	5

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ashton Thomas Private Wealth's DON Position: Q1 2026 in Review

Ashton Thomas Private Wealth held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q1 2026 at 5,542 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #889.

Ashton Thomas Private Wealth first reported a position in DON in Q1 2019 and has held it in 6 quarters since. The position peaked at $6.14M in Q1 2019. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Ashton Thomas Private Wealth held 5,542 shares of WisdomTree US MidCap Dividend Fund worth $291K as of Q1 2026.
Ashton Thomas Private Wealth left its WisdomTree US MidCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US MidCap Dividend Fund made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #889 holding.
Ashton Thomas Private Wealth first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2019 and has held it in 6 quarters since.
Ashton Thomas Private Wealth's WisdomTree US MidCap Dividend Fund position peaked at $6.14M in Q1 2019.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.