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Daviman Financial’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Daviman Financial’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 		– Sell
-3,909
Closed -$202K – 88
2025
Q4 		$202K Buy
+3,909
New +$201K 0.12% 87

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Daviman Financial's DON Position: Q1 2026 in Review

Daviman Financial sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2026, closing a stake of 3,909 shares — an estimated $202K sold.

Daviman Financial first reported a position in DON in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 465 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Daviman Financial reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Daviman Financial sold 3,909 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $202K.
  • Daviman Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2025 and held it in 1 quarter.
  • Daviman Financial's WisdomTree US MidCap Dividend Fund position peaked at $202K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Daviman Financial's 13F filing for Q1 2026, filed 23 Apr 2026.