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

Clearwater Capital 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
Q1 		$300K Sell
5,717
-150
-3% -$8.09K 0.02% 143
2025
Q4 		$303K Sell
5,867
-66
-1% -$3.4K 0.03% 141
2025
Q3 		$310K Sell
5,933
-99
-2% -$5.13K 0.03% 142
2025
Q2 		$302K Hold
6,032
– – 0.03% 136
2025
Q1 		$299K Sell
6,032
-3
-0% -$153 0.03% 140
2024
Q4 		$308K Sell
6,035
-2,078
-26% -$109K 0.03% 140
2024
Q3 		$415K Hold
8,113
– – 0.04% 121
2024
Q2 		$379K Buy
8,113
+34
+0.4% +$1.61K 0.04% 114
2024
Q1 		$394K Sell
8,079
-514
-6% -$23.6K 0.04% 111
2023
Q4 		$393K Hold
8,593
– – 0.04% 102
2023
Q3 		$352K Hold
8,593
– – 0.04% 99
2023
Q2 		$361K Sell
8,593
-8,304
-49% -$337K 0.04% 106
2023
Q1 		$692K Sell
16,897
-518
-3% -$22K 0.08% 73
2022
Q4 		$716K Hold
17,415
– – 0.09% 79
2022
Q3 		$656K Sell
17,415
-370
-2% -$15.2K 0.09% 84
2022
Q2 		$693K Sell
17,785
-84
-0.5% -$3.54K 0.09% 80
2022
Q1 		$794K Sell
17,869
-1,429
-7% -$62.5K 0.09% 87
2021
Q4 		$856K Sell
19,298
-897
-4% -$39.1K 0.09% 88
2021
Q3 		$837K Sell
20,195
-494
-2% -$20.7K 0.1% 86
2021
Q2 		$868K Sell
20,689
-207
-1% -$8.76K 0.1% 88
2021
Q1 		$845K Sell
20,896
-1,404
-6% -$53.4K 0.11% 87
2020
Q4 		$776K Sell
22,300
-6,946
-24% -$226K 0.1% 86
2020
Q3 		$846K Sell
29,246
-940
-3% -$27.7K 0.13% 73
2020
Q2 		$855K Sell
30,186
-8,624
-22% -$233K 0.14% 73
2020
Q1 		$938K Sell
38,810
-10,310
-21% -$347K 0.2% 67
2019
Q4 		$1.87M Sell
49,120
-8,397
-15% -$311K 0.31% 62
2019
Q3 		$2.09M Sell
57,517
-10,531
-15% -$376K 0.37% 66
2019
Q2 		$2.46M Sell
68,048
-18,002
-21% -$647K 0.45% 64
2019
Q1 		$3.08M Sell
86,050
-30,261
-26% -$1.06M 0.58% 55
2018
Q4 		$3.68M Sell
116,311
-10,243
-8% -$351K 0.81% 32
2018
Q3 		$4.67M Sell
126,554
-874
-0.7% -$32.2K 0.91% 29
2018
Q2 		$4.56M Buy
127,428
+4,109
+3% +$144K 0.94% 28
2018
Q1 		$4.21M Buy
123,319
+14,280
+13% +$498K 0.87% 32
2017
Q4 		$3.85M Buy
109,039
+2,356
+2% +$80.6K 0.84% 35
2017
Q3 		$3.57M Buy
106,683
+5,970
+6% +$195K 0.83% 37
2017
Q2 		$3.26M Buy
100,713
+3,945
+4% +$128K 0.83% 39
2017
Q1 		$3.11M Buy
96,768
+4,515
+5% +$146K 0.85% 37
2016
Q4 		$2.92M Sell
92,253
-900
-1% -$27.5K 1.01% 32
2016
Q3 		$2.77M Sell
93,153
-1,407
-1% -$42.7K 0.97% 33
2016
Q2 		$2.82M Buy
+94,560
New +$2.74M 1.04% 29

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

Clearwater Capital Advisors's DON Position: Q1 2026 in Review

Clearwater Capital Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 2.6% in Q1 2026, selling an estimated $8.09K and leaving 5,717 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #143.

Clearwater Capital Advisors first reported a position in DON in Q2 2016 and has held it in 40 quarters since. The position peaked at $4.67M in Q3 2018. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Clearwater Capital Advisors held 5,717 shares of WisdomTree US MidCap Dividend Fund worth $300K as of Q1 2026.
  • Clearwater Capital Advisors sold 150 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $8.09K.
  • WisdomTree US MidCap Dividend Fund made up 0.02% of Clearwater Capital Advisors's portfolio in Q1 2026, its #143 holding.
  • Clearwater Capital Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2016 and has held it in 40 quarters since.
  • Clearwater Capital Advisors's WisdomTree US MidCap Dividend Fund position peaked at $4.67M in Q3 2018.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.