Evolution Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Evolution Wealth Management’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	$164K	Buy	3,129 +3	+0.1%	+$162	0.12%	125
2025 Q4	$161K	Sell	3,126 -754	-19%	-$38.9K	0.13%	119
2025 Q3	$203K	Sell	3,880 -331	-8%	-$17.1K	0.21%	89
2025 Q2	$211K	Buy	+4,211	New	+$203K	0.26%	70

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evolution Wealth Management's DON Position: Q1 2026 in Review

Evolution Wealth Management increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.1% in Q1 2026, buying an estimated $162 and bringing the position to 3,129 shares worth $164K. The position accounts for 0.12% of the portfolio, ranked #125.

Evolution Wealth Management first reported a position in DON in Q2 2025 and has held it in 4 quarters since. The position peaked at $211K in Q2 2025. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Evolution Wealth Management held 3,129 shares of WisdomTree US MidCap Dividend Fund worth $164K as of Q1 2026.
Evolution Wealth Management bought 3 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $162.
WisdomTree US MidCap Dividend Fund made up 0.12% of Evolution Wealth Management's portfolio in Q1 2026, its #125 holding.
Evolution Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2025 and has held it in 4 quarters since.
Evolution Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $211K in Q2 2025.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.