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

Chatham Capital Group’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 Q3	–	Sell	-7,000	Closed	-$396K	–	205
2026 Q2	$396K	Hold	7,000	–	–	0.05%	173
2026 Q1	$368K	Hold	7,000	–	–	0.05%	178
2025 Q4	$361K	Hold	7,000	–	–	0.05%	173
2025 Q3	$366K	Hold	7,000	–	–	0.05%	172
2025 Q2	$351K	Buy	+7,000	New	+$338K	0.05%	174

Other funds holding DON

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Chatham Capital Group's DON Position: Q3 2026 in Review

Chatham Capital Group sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2026, closing a stake of 7,000 shares — an estimated $396K sold.

Chatham Capital Group first reported a position in DON in Q2 2025 and held it in 5 quarters. The position peaked at $396K in Q2 2026. 319 funds tracked by Wall St. Rank hold DON as of Q3 2026.

Chatham Capital Group reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2026 after selling out during the quarter.
Chatham Capital Group sold 7,000 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $396K.
Chatham Capital Group first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2025 and held it in 5 quarters.
Chatham Capital Group's WisdomTree US MidCap Dividend Fund position peaked at $396K in Q2 2026.
319 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Chatham Capital Group's 13F filing for Q3 2026, filed 16 Oct 2026.