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

Capital Advisors 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
Q1 		$289K Buy
5,499
+19
+0.3% +$1.02K 0.04% 174
2025
Q4 		$283K Buy
5,480
+28
+0.5% +$1.44K 0.04% 178
2025
Q3 		$285K Buy
5,452
+21
+0.4% +$1.09K 0.04% 174
2025
Q2 		$272K Buy
5,431
+495
+10% +$23.9K 0.04% 161
2025
Q1 		$244K Buy
4,936
+19
+0.4% +$968 0.04% 158
2024
Q4 		$251K Sell
4,917
-405
-8% -$21.2K 0.04% 152
2024
Q3 		$272K Buy
5,322
+247
+5% +$12.1K 0.05% 136
2024
Q2 		$237K Buy
5,075
+22
+0.4% +$1.04K 0.05% 139
2024
Q1 		$246K Sell
5,053
-81
-2% -$3.71K 0.05% 128
2023
Q4 		$235K Sell
5,134
-76
-1% -$3.19K 0.05% 129
2023
Q3 		$213K Buy
5,210
+23
+0.4% +$981 0.06% 125
2023
Q2 		$218K Sell
5,187
-76
-1% -$3.08K 0.06% 124
2023
Q1 		$216K Buy
5,263
+19
+0.4% +$808 0.06% 123
2022
Q4 		$216K Sell
5,244
-68
-1% -$2.81K 0.07% 116
2022
Q3 		$200K Sell
5,312
-24
-0.4% -$988 0.07% 112
2022
Q2 		$208K Sell
5,336
-175
-3% -$7.38K 0.07% 110
2022
Q1 		$245K Sell
5,511
-491
-8% -$21.5K 0.08% 103
2021
Q4 		$266K Buy
6,002
+30
+0.5% +$1.31K 0.08% 102
2021
Q3 		$248K Sell
5,972
-76
-1% -$3.19K 0.09% 89
2021
Q2 		$254K Sell
6,048
-727
-11% -$30.8K 0.09% 80
2021
Q1 		$274K Buy
+6,775
New +$258K 0.12% 78

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

Capital Advisors Wealth Management's DON Position: Q1 2026 in Review

Capital Advisors Wealth Management increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.35% in Q1 2026, buying an estimated $1.02K and bringing the position to 5,499 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #174.

Capital Advisors Wealth Management first reported a position in DON in Q1 2021 and has held it in 21 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Capital Advisors Wealth Management held 5,499 shares of WisdomTree US MidCap Dividend Fund worth $289K as of Q1 2026.
  • Capital Advisors Wealth Management bought 19 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $1.02K.
  • WisdomTree US MidCap Dividend Fund made up 0.04% of Capital Advisors Wealth Management's portfolio in Q1 2026, its #174 holding.
  • Capital Advisors Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2021 and has held it in 21 quarters since.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.