CA
DON icon

Clearstead Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Clearstead Advisors’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 		$157K Buy
2,771
+1,352
+95% +$74.5K ﹤0.01% 1127
2026
Q1 		$74.5K Buy
1,419
+2
+0.1% +$108 ﹤0.01% 1215
2025
Q4 		$73.1K Buy
1,417
+2
+0.1% +$103 ﹤0.01% 1235
2025
Q3 		$74K Buy
1,415
+2
+0.1% +$104 ﹤0.01% 1152
2025
Q2 		$70.8K Buy
1,413
+55
+4% +$2.66K ﹤0.01% 1174
2025
Q1 		$67.3K Buy
1,358
+1
+0.1% +$51 ﹤0.01% 1095
2024
Q4 		$69.2K Buy
1,357
+2
+0.1% +$105 ﹤0.01% 1099
2024
Q3 		$69.3K Buy
1,355
+2
+0.1% +$98 ﹤0.01% 1130
2024
Q2 		$63.3K Buy
1,353
+1,057
+357% +$50K ﹤0.01% 1113
2024
Q1 		$14.3K Buy
+296
New +$13.6K ﹤0.01% 999
2020
Q2 		– Sell
-93
Closed -$2K – 796
2020
Q1 		$2K Buy
+93
New +$3.13K ﹤0.01% 718
2018
Q1 		– Sell
-7,686
Closed -$271K – 226
2017
Q4 		$271K Sell
7,686
-9,180
-54% -$314K 0.04% 193
2017
Q3 		$562K Sell
16,866
-1,236
-7% -$40.3K 0.07% 145
2017
Q2 		$590K Buy
18,102
+93
+0.5% +$3.01K 0.09% 135
2017
Q1 		$585K Hold
18,009
– – 0.09% 132
2016
Q4 		$567K Buy
+18,009
New +$550K 0.09% 125

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors's DON Position: Q2 2026 in Review

Clearstead Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 95% in Q2 2026, buying an estimated $74.5K and bringing the position to 2,771 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Clearstead Advisors first reported a position in DON in Q4 2016 and has held it in 16 quarters since. The position peaked at $590K in Q2 2017. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Clearstead Advisors held 2,771 shares of WisdomTree US MidCap Dividend Fund worth $157K as of Q2 2026.
  • Clearstead Advisors bought 1,352 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $74.5K.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1127 holding.
  • Clearstead Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2016 and has held it in 16 quarters since.
  • Clearstead Advisors's WisdomTree US MidCap Dividend Fund position peaked at $590K in Q2 2017.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.