AIM
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Aspen Investment Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Aspen Investment 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 		$544K Hold
9,630
– – 0.15% 132
2026
Q1 		$506K Hold
9,630
– – 0.16% 133
2025
Q4 		$497K Hold
9,630
– – 0.15% 127
2025
Q3 		$504K Hold
9,630
– – 0.19% 109
2025
Q2 		$483K Hold
9,630
– – 0.2% 107
2025
Q1 		$477K Hold
9,630
– – 0.22% 101
2024
Q4 		$491K Hold
9,630
– – 0.23% 101
2024
Q3 		$492K Sell
9,630
-100
-1% -$4.89K 0.23% 100
2024
Q2 		$455K Sell
9,730
-30
-0.3% -$1.42K 0.23% 102
2024
Q1 		$476K Buy
9,760
+165
+2% +$7.57K 0.24% 104
2023
Q4 		$438K Hold
9,595
– – 0.24% 97
2023
Q3 		$393K Sell
9,595
-215
-2% -$9.17K 0.24% 100
2023
Q2 		$413K Hold
9,810
– – 0.25% 98
2023
Q1 		$402K Hold
9,810
– – 0.26% 95
2022
Q4 		$404K Hold
9,810
– – 0.26% 98
2022
Q3 		$370K Hold
9,810
– – 0.25% 103
2022
Q2 		$382K Buy
9,810
+220
+2% +$9.28K 0.24% 105
2022
Q1 		$426K Sell
9,590
-195
-2% -$8.53K 0.22% 109
2021
Q4 		$434K Hold
9,785
– – 0.21% 113
2021
Q3 		$406K Hold
9,785
– – 0.21% 102
2021
Q2 		$410K Hold
9,785
– – 0.21% 106
2021
Q1 		$396K Hold
9,785
– – 0.22% 102
2020
Q4 		$341K Hold
9,785
– – 0.2% 103
2020
Q3 		$283K Hold
9,785
– – 0.19% 101
2020
Q2 		$277K Hold
9,785
– – 0.2% 96
2020
Q1 		$236K Sell
9,785
-31,177
-76% -$1.05M 0.2% 92
2019
Q4 		$1.56M Buy
40,962
+1,912
+5% +$70.7K 0.97% 32
2019
Q3 		$1.42M Sell
39,050
-380
-1% -$13.6K 0.95% 32
2019
Q2 		$1.43M Buy
39,430
+1,432
+4% +$51.4K 0.94% 29
2019
Q1 		$1.36M Sell
37,998
-638
-2% -$22.3K 0.95% 28
2018
Q4 		$1.22M Sell
38,636
-1,088
-3% -$37.3K 0.98% 27
2018
Q3 		$1.47M Sell
39,724
-390
-1% -$14.4K 0.97% 25
2018
Q2 		$1.44M Sell
40,114
-1,800
-4% -$63.2K 0.99% 25
2018
Q1 		$1.43M Sell
41,914
-608
-1% -$21.2K 1.03% 25
2017
Q4 		$1.5M Sell
42,522
-2,526
-6% -$86.4K 1.07% 24
2017
Q3 		$1.5M Sell
45,048
-840
-2% -$27.4K 1.11% 21
2017
Q2 		$1.5M Sell
45,888
-264
-0.6% -$8.56K 1.12% 20
2017
Q1 		$1.5M Sell
46,152
-276
-0.6% -$8.9K 1.11% 20
2016
Q4 		$1.46M Buy
46,428
+2,640
+6% +$80.6K 1.1% 18
2016
Q3 		$1.33M Sell
43,788
-450
-1% -$13.7K 1.05% 20
2016
Q2 		$1.32M Buy
44,238
+2,262
+5% +$65.7K 1.09% 20
2016
Q1 		$1.21M Buy
41,976
+1,197
+3% +$31.6K 1.1% 21
2015
Q4 		$1.09M Buy
40,779
+300
+0.7% +$8.16K 1.09% 22
2015
Q3 		$1.05M Buy
40,479
+6,435
+19% +$174K 1.02% 22
2015
Q2 		$938K Hold
34,044
– – 0.79% 35
2015
Q1 		$977K Sell
34,044
-3,246
-9% -$91.9K 0.78% 33
2014
Q4 		$1.04M Buy
37,290
+1,140
+3% +$30.8K 0.87% 31
2014
Q3 		$943K Buy
36,150
+4,800
+15% +$129K 0.79% 35
2014
Q2 		$853K Buy
31,350
+30
+0.1% +$785 0.52% 63
2014
Q1 		$805K Buy
31,320
+663
+2% +$16.5K 0.51% 64
2013
Q4 		$762K Buy
30,657
+450
+1% +$10.9K 0.51% 67
2013
Q3 		$700K Buy
30,207
+60
+0.2% +$1.38K 0.5% 69
2013
Q2 		$659K Buy
+30,147
New +$664K 0.45% 70

Other funds holding DON

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aspen Investment Management's DON Position: Q2 2026 in Review

Aspen Investment Management held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 9,630 shares worth $544K. The position accounts for 0.15% of the portfolio, ranked #132.

Aspen Investment Management first reported a position in DON in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.56M in Q4 2019. 73 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Aspen Investment Management held 9,630 shares of WisdomTree US MidCap Dividend Fund worth $544K as of Q2 2026.
  • Aspen Investment Management left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.15% of Aspen Investment Management's portfolio in Q2 2026, its #132 holding.
  • Aspen Investment Management first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2013 and has held it in 53 quarters since.
  • Aspen Investment Management's WisdomTree US MidCap Dividend Fund position peaked at $1.56M in Q4 2019.
  • 73 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.