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Gladstone Institutional Advisory’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Gladstone Institutional Advisory’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 		$1.31M Sell
24,944
-48
-0.2% -$2.59K 0.05% 324
2025
Q4 		$1.29M Sell
24,992
-548
-2% -$28.2K 0.05% 321
2025
Q3 		$1.34M Buy
25,540
+1,382
+6% +$71.6K 0.05% 313
2025
Q2 		$1.21M Buy
24,158
+1,234
+5% +$59.6K 0.05% 316
2025
Q1 		$1.14M Buy
22,924
+1,084
+5% +$55.2K 0.05% 312
2024
Q4 		$1.11M Buy
21,840
+401
+2% +$21K 0.05% 315
2024
Q3 		$1.1M Buy
21,439
+2,193
+11% +$107K 0.05% 313
2024
Q2 		$900K Buy
19,246
+819
+4% +$38.7K 0.05% 314
2024
Q1 		$899K Sell
18,427
-2,879
-14% -$132K 0.05% 302
2023
Q4 		$973K Buy
21,306
+1,324
+7% +$55.5K 0.05% 292
2023
Q3 		$818K Buy
19,982
+1,105
+6% +$47.1K 0.05% 295
2023
Q2 		$794K Sell
18,877
-2,020
-10% -$81.9K 0.05% 313
2023
Q1 		$856K Buy
20,897
+5,212
+33% +$222K 0.06% 314
2022
Q4 		$645K Buy
15,685
+2,460
+19% +$102K 0.05% 351
2022
Q3 		$498K Buy
13,225
+2,541
+24% +$105K 0.04% 392
2022
Q2 		$416K Sell
10,684
-1,353
-11% -$57K 0.03% 450
2022
Q1 		$535K Buy
12,037
+1,619
+16% +$70.8K 0.04% 420
2021
Q4 		$462K Buy
10,418
+1,820
+21% +$79.4K 0.04% 396
2021
Q3 		$356K Sell
8,598
-520
-6% -$21.8K 0.03% 399
2021
Q2 		$382K Buy
9,118
+734
+9% +$31.1K 0.05% 348
2021
Q1 		$339K Sell
8,384
-263
-3% -$10K 0.05% 300
2020
Q4 		$301K Sell
8,647
-498
-5% -$16.2K 0.06% 226
2020
Q3 		$264K Buy
9,145
+625
+7% +$18.4K 0.06% 221
2020
Q2 		$241K Sell
8,520
-3,026
-26% -$81.7K 0.06% 197
2020
Q1 		$279K Sell
11,546
-645
-5% -$21.7K 0.07% 200
2019
Q4 		$464K Buy
12,191
+2,368
+24% +$87.6K 0.11% 148
2019
Q3 		$357K Sell
9,823
-285
-3% -$10.2K 0.09% 181
2019
Q2 		$366K Sell
10,108
-435
-4% -$15.6K 0.11% 180
2019
Q1 		$377K Sell
10,543
-2,487
-19% -$86.9K 0.14% 135
2018
Q4 		$412K Buy
+13,030
New +$447K 0.24% 97

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

Gladstone Institutional Advisory's DON Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.19% in Q1 2026, selling an estimated $2.59K and leaving 24,944 shares worth $1.31M. The position accounts for 0.05% of the portfolio, ranked #324.

Gladstone Institutional Advisory first reported a position in DON in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.34M in Q3 2025. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Gladstone Institutional Advisory held 24,944 shares of WisdomTree US MidCap Dividend Fund worth $1.31M as of Q1 2026.
  • Gladstone Institutional Advisory sold 48 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $2.59K.
  • WisdomTree US MidCap Dividend Fund made up 0.05% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #324 holding.
  • Gladstone Institutional Advisory first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2018 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's WisdomTree US MidCap Dividend Fund position peaked at $1.34M in Q3 2025.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.