Avant Capital’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Avant Capital’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	$206K	Sell	3,929 -648	-14%	-$34.9K	0.15%	75
2025 Q4	$236K	Buy	4,577 +14	+0.3%	+$721	0.16%	69
2025 Q3	$239K	Buy	4,563 +324	+8%	+$16.8K	0.17%	71
2025 Q2	$212K	Buy	4,239 +11	+0.3%	+$531	0.16%	67
2025 Q1	$209K	Buy	4,228 +9	+0.2%	+$459	0.17%	65
2024 Q4	$215K	Buy	+4,219	New	+$221K	0.18%	63

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

Avant Capital's DON Position: Q1 2026 in Review

Avant Capital reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 14% in Q1 2026, selling an estimated $34.9K and leaving 3,929 shares worth $206K. The position accounts for 0.15% of the portfolio, ranked #75.

Avant Capital first reported a position in DON in Q4 2024 and has held it in 6 quarters since. The position peaked at $239K in Q3 2025. 464 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Avant Capital held 3,929 shares of WisdomTree US MidCap Dividend Fund worth $206K as of Q1 2026.
Avant Capital sold 648 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $34.9K.
WisdomTree US MidCap Dividend Fund made up 0.15% of Avant Capital's portfolio in Q1 2026, its #75 holding.
Avant Capital first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
Avant Capital's WisdomTree US MidCap Dividend Fund position peaked at $239K in Q3 2025.
464 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Avant Capital's 13F filing for Q1 2026, filed 12 May 2026.