FI
DON icon

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

Financial Insights’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 		$2.6M Sell
49,551
-828
-2% -$44.7K 0.84% 25
2025
Q4 		$2.6M Sell
50,379
-419
-0.8% -$21.6K 0.87% 25
2025
Q3 		$2.66M Sell
50,798
-4,498
-8% -$233K 0.88% 24
2025
Q2 		$2.77M Sell
55,296
-3,798
-6% -$183K 1.01% 21
2025
Q1 		$2.93M Sell
59,094
-3,361
-5% -$171K 1.16% 21
2024
Q4 		$3.18M Sell
62,455
-2,785
-4% -$146K 1.18% 22
2024
Q3 		$3.34M Sell
65,240
-715
-1% -$34.9K 1.05% 23
2024
Q2 		$3.08M Sell
65,955
-2,062
-3% -$97.5K 0.86% 26
2024
Q1 		$3.32M Sell
68,017
-3,501
-5% -$161K 0.93% 24
2023
Q4 		$3.27M Sell
71,518
-1,022
-1% -$42.9K 1.02% 22
2023
Q3 		$2.85M Sell
72,540
-1,535
-2% -$65.4K 1.02% 21
2023
Q2 		$3.11M Sell
74,075
-2,986
-4% -$121K 1.14% 17
2023
Q1 		$3.16M Sell
77,061
-2,417
-3% -$103K 1.29% 17
2022
Q4 		$3.27M Sell
79,478
-6,313
-7% -$261K 1.55% 15
2022
Q3 		$3.23M Sell
85,791
-3,526
-4% -$145K 2.17% 10
2022
Q2 		$3.48M Sell
89,317
-4,609
-5% -$194K 3.53% 7
2022
Q1 		$4.17M Sell
93,926
-16,619
-15% -$727K 3.83% 5
2021
Q4 		$4.9M Sell
110,545
-28,561
-21% -$1.25M 4.23% 6
2021
Q3 		$5.77M Sell
139,106
-3,325
-2% -$140K 5.3% 5
2021
Q2 		$59.8M Sell
142,431
-6,239
-4% -$264K 4.95% 5
2021
Q1 		$6.01M Buy
148,670
+333
+0.2% +$12.7K 4.44% 7
2020
Q4 		$5.16M Sell
148,337
-1,989
-1% -$64.7K 4% 9
2020
Q3 		$4.35M Buy
150,326
+40,790
+37% +$1.2M 3.7% 9
2020
Q2 		$4.33K Sell
109,536
-45,731
-29% -$1.23M 3.84% 8
2020
Q1 		$3.75M Buy
155,267
+1,147
+0.7% +$38.6K 3.95% 9
2019
Q4 		$5.86M Sell
154,120
-1,797
-1% -$66.5K 5.14% 6
2019
Q3 		$5.66M Buy
155,917
+5,713
+4% +$204K 5.42% 6
2019
Q2 		$5.23M Buy
150,204
+4,033
+3% +$145K 5.31% 6
2019
Q1 		$5.36M Buy
146,171
+1,480
+1% +$51.7K 5.59% 6
2018
Q4 		$5.07M Buy
+144,691
New +$4.96M 5.66% 7

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

Financial Insights's DON Position: Q1 2026 in Review

Financial Insights reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 1.6% in Q1 2026, selling an estimated $44.7K and leaving 49,551 shares worth $2.6M. The position accounts for 0.84% of the portfolio, ranked #25.

Financial Insights first reported a position in DON in Q4 2018 and has held it in 30 quarters since. The position peaked at $59.8M in Q2 2021. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Financial Insights held 49,551 shares of WisdomTree US MidCap Dividend Fund worth $2.6M as of Q1 2026.
  • Financial Insights sold 828 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $44.7K.
  • WisdomTree US MidCap Dividend Fund made up 0.84% of Financial Insights's portfolio in Q1 2026, its #25 holding.
  • Financial Insights first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2018 and has held it in 30 quarters since.
  • Financial Insights's WisdomTree US MidCap Dividend Fund position peaked at $59.8M in Q2 2021.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.