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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
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 $1.37T 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

Covestor's DON Position: Q1 2026 in Review

Covestor held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q1 2026 at 69 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Covestor first reported a position in DON in Q4 2021 and has held it in 18 quarters since. The position peaked at $13K in Q4 2021. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Covestor held 69 shares of WisdomTree US MidCap Dividend Fund worth $4K as of Q1 2026.
  • Covestor left its WisdomTree US MidCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #1862 holding.
  • Covestor first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and has held it in 18 quarters since.
  • Covestor's WisdomTree US MidCap Dividend Fund position peaked at $13K in Q4 2021.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.