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Covestor’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Covestor’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 		$4K Sell
68
-1
-1% -$55 ﹤0.01% 1907
2026
Q1 		$4K Hold
69
– – ﹤0.01% 1862
2025
Q4 		$4K Hold
69
– – ﹤0.01% 1852
2025
Q3 		$4K Hold
69
– – ﹤0.01% 1860
2025
Q2 		$3K Buy
69
+9
+15% +$435 ﹤0.01% 1783
2025
Q1 		$3K Buy
60
+20
+50% +$1.02K ﹤0.01% 1776
2024
Q4 		$2K Buy
40
+24
+150% +$1.26K ﹤0.01% 1863
2024
Q3 		$1K Sell
16
-98
-86% -$4.79K ﹤0.01% 1941
2024
Q2 		$5K Buy
114
+24
+27% +$1.13K ﹤0.01% 1764
2024
Q1 		$4K Buy
90
+15
+20% +$688 ﹤0.01% 1795
2023
Q4 		$3K Sell
75
-64
-46% -$2.69K ﹤0.01% 1795
2023
Q3 		$6K Buy
139
+70
+101% +$2.98K ﹤0.01% 1671
2023
Q2 		$3K Sell
69
-65
-49% -$2.64K ﹤0.01% 1755
2023
Q1 		$6K Sell
134
-24
-15% -$1.02K 0.01% 1505
2022
Q4 		$7K Sell
158
-12
-7% -$496 0.01% 1463
2022
Q3 		$6K Buy
170
+8
+5% +$329 0.01% 1435
2022
Q2 		$6K Sell
162
-111
-41% -$4.68K ﹤0.01% 1354
2022
Q1 		$12K Sell
273
-15
-5% -$656 0.01% 1250
2021
Q4 		$13K Buy
+288
New +$12.6K 0.02% 948

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

Covestor's DON Position: Q2 2026 in Review

Covestor reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 1.4% in Q2 2026, selling an estimated $55 and leaving 68 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

Covestor first reported a position in DON in Q4 2021 and has held it in 19 quarters since. The position peaked at $13K in Q4 2021. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Covestor held 68 shares of WisdomTree US MidCap Dividend Fund worth $4K as of Q2 2026.
  • Covestor sold 1 WisdomTree US MidCap Dividend Fund share in Q2 2026, an estimated $55.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1907 holding.
  • Covestor first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • Covestor's WisdomTree US MidCap Dividend Fund position peaked at $13K in Q4 2021.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.