Creative Planning’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $79.8M | Sell |
1,518,247
-264
| -0% | -$14.2K | 0.05% | 153 |
|
|
2025
Q4 | $78.4M | Sell |
1,518,511
-2,702
| -0.2% | -$139K | 0.06% | 146 |
|
|
2025
Q3 | $79.6M | Buy |
1,521,213
+3,600
| +0.2% | +$186K | 0.06% | 129 |
|
|
2025
Q2 | $76.1M | Sell |
1,517,613
-10,764
| -0.7% | -$520K | 0.07% | 123 |
|
|
2025
Q1 | $75.7M | Sell |
1,528,377
-31,338
| -2% | -$1.6M | 0.07% | 116 |
|
|
2024
Q4 | $79.5M | Sell |
1,559,715
-13,785
| -0.9% | -$723K | 0.08% | 105 |
|
|
2024
Q3 | $80.5M | Sell |
1,573,500
-41,932
| -3% | -$2.05M | 0.08% | 105 |
|
|
2024
Q2 | $75.6M | Buy |
1,615,432
+7,344
| +0.5% | +$347K | 0.08% | 103 |
|
|
2024
Q1 | $78.4M | Sell |
1,608,088
-49,155
| -3% | -$2.25M | 0.09% | 100 |
|
|
2023
Q4 | $75.7M | Sell |
1,657,243
-1,231
| -0.1% | -$51.6K | 0.14% | 96 |
|
|
2023
Q3 | $67.9M | Sell |
1,658,474
-7,003
| -0.4% | -$299K | 0.09% | 103 |
|
|
2023
Q2 | $70M | Buy |
1,665,477
+114,143
| +7% | +$4.63M | 0.09% | 97 |
|
|
2023
Q1 | $63.6M | Sell |
1,551,334
-70,008
| -4% | -$2.98M | 0.09% | 98 |
|
|
2022
Q4 | $66.7M | Buy |
1,621,342
+81,473
| +5% | +$3.37M | 0.1% | 99 |
|
|
2022
Q3 | $58M | Buy |
1,539,869
+94,709
| +7% | +$3.9M | 0.1% | 90 |
|
|
2022
Q2 | $56.3M | Buy |
1,445,160
+53,341
| +4% | +$2.25M | 0.09% | 94 |
|
|
2022
Q1 | $61.8M | Buy |
1,391,819
+94,572
| +7% | +$4.14M | 0.1% | 90 |
|
|
2021
Q4 | $57.5M | Buy |
1,297,247
+29,557
| +2% | +$1.29M | 0.09% | 86 |
|
|
2021
Q3 | $52.5M | Buy |
1,267,690
+107,454
| +9% | +$4.51M | 0.09% | 85 |
|
|
2021
Q2 | $48.7M | Sell |
1,160,236
-112,938
| -9% | -$4.78M | 0.09% | 92 |
|
|
2021
Q1 | $51.5M | Buy |
1,273,174
+46,404
| +4% | +$1.77M | 0.1% | 83 |
|
|
2020
Q4 | $42.7M | Sell |
1,226,770
-100,218
| -8% | -$3.26M | 0.09% | 91 |
|
|
2020
Q3 | $38.4M | Sell |
1,326,988
-55,933
| -4% | -$1.65M | 0.1% | 80 |
|
|
2020
Q2 | $39.2M | Buy |
1,382,921
+91,639
| +7% | +$2.47M | 0.11% | 74 |
|
|
2020
Q1 | $31.2M | Sell |
1,291,282
-110,149
| -8% | -$3.71M | 0.11% | 75 |
|
|
2019
Q4 | $53.3M | Buy |
1,401,431
+69,293
| +5% | +$2.56M | 0.16% | 62 |
|
|
2019
Q3 | $48.4M | Buy |
1,332,138
+28,693
| +2% | +$1.03M | 0.16% | 62 |
|
|
2019
Q2 | $47.2M | Sell |
1,303,445
-25,471
| -2% | -$915K | 0.16% | 60 |
|
|
2019
Q1 | $47.6M | Buy |
1,328,916
+110,041
| +9% | +$3.84M | 0.17% | 56 |
|
|
2018
Q4 | $38.6M | Sell |
1,218,875
-128,702
| -10% | -$4.41M | 0.16% | 60 |
|
|
2018
Q3 | $49.7M | Buy |
1,347,577
+17,929
| +1% | +$660K | 0.18% | 54 |
|
|
2018
Q2 | $47.6M | Buy |
1,329,648
+14,194
| +1% | +$498K | 0.19% | 55 |
|
|
2018
Q1 | $44.9M | Buy |
1,315,454
+88,218
| +7% | +$3.08M | 0.18% | 54 |
|
|
2017
Q4 | $43.3M | Buy |
1,227,236
+66,860
| +6% | +$2.29M | 0.19% | 53 |
|
|
2017
Q3 | $38.7M | Buy |
1,160,376
+50,931
| +5% | +$1.66M | 0.18% | 56 |
|
|
2017
Q2 | $36.1M | Buy |
1,109,445
+97,506
| +10% | +$3.16M | 0.18% | 60 |
|
|
2017
Q1 | $32.9M | Buy |
1,011,939
+62,112
| +7% | +$2M | 0.18% | 59 |
|
|
2016
Q4 | $29.9M | Buy |
949,827
+9,909
| +1% | +$302K | 0.18% | 59 |
|
|
2016
Q3 | $28.5M | Buy |
939,918
+19,977
| +2% | +$607K | 0.18% | 56 |
|
|
2016
Q2 | $27.4M | Buy |
919,941
+39,363
| +4% | +$1.14M | 0.2% | 53 |
|
|
2016
Q1 | $25.3M | Sell |
880,578
-46,878
| -5% | -$1.24M | 0.2% | 56 |
|
|
2015
Q4 | $24.9M | Buy |
927,456
+11,517
| +1% | +$313K | 0.2% | 59 |
|
|
2015
Q3 | $23.7M | Sell |
915,939
-9,813
| -1% | -$266K | 0.21% | 56 |
|
|
2015
Q2 | $25.5M | Buy |
925,752
+29,145
| +3% | +$828K | 0.23% | 48 |
|
|
2015
Q1 | $25.7M | Buy |
896,607
+28,251
| +3% | +$800K | 0.24% | 44 |
|
|
2014
Q4 | $24.2M | Buy |
868,356
+95,910
| +12% | +$2.59M | 0.25% | 47 |
|
|
2014
Q3 | $20.2M | Buy |
772,446
+15,909
| +2% | +$428K | 0.23% | 51 |
|
|
2014
Q2 | $20.6M | Buy |
756,537
+138,849
| +22% | +$3.63M | 0.27% | 44 |
|
|
2014
Q1 | $15.9M | Buy |
617,688
+106,095
| +21% | +$2.64M | 0.24% | 50 |
|
|
2013
Q4 | $12.7M | Buy |
511,593
+91,857
| +22% | +$2.22M | 0.22% | 55 |
|
|
2013
Q3 | $9.73M | Buy |
419,736
+141,699
| +51% | +$3.25M | 0.19% | 56 |
|
|
2013
Q2 | $6.08M | Buy |
+278,037
| New | +$6.12M | 0.14% | 70 |
|
Other funds holding DON
LW
Creative Planning's DON Position: Q1 2026 in Review
Creative Planning reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.02% in Q1 2026, selling an estimated $14.2K and leaving 1,518,247 shares worth $79.8M. The position accounts for 0.05% of the portfolio, ranked #153.
Creative Planning first reported a position in DON in Q2 2013 and has held it in 52 quarters since. The position peaked at $80.5M in Q3 2024. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.
- Creative Planning held 1,518,247 shares of WisdomTree US MidCap Dividend Fund worth $79.8M as of Q1 2026.
- Creative Planning sold 264 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $14.2K.
- WisdomTree US MidCap Dividend Fund made up 0.05% of Creative Planning's portfolio in Q1 2026, its #153 holding.
- Creative Planning first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's WisdomTree US MidCap Dividend Fund position peaked at $80.5M in Q3 2024.
- 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.