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 Q3	$1.56M	Buy	28,914 +3,009	+12%	+$172K	0.04%	367
2026 Q2	$1.46M	Buy	25,905 +961	+4%	+$52.9K	0.05%	348
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Gladstone Institutional Advisory's DON Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its WisdomTree US MidCap Dividend Fund (DON) stake by 12% in Q3 2026, buying an estimated $172K and bringing the position to 28,914 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #367.

Gladstone Institutional Advisory first reported a position in DON in Q4 2018 and has held it in 32 quarters since. 416 funds tracked by Wall St. Rank hold DON as of Q3 2026.

Gladstone Institutional Advisory held 28,914 shares of WisdomTree US MidCap Dividend Fund worth $1.56M as of Q3 2026.
Gladstone Institutional Advisory bought 3,009 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $172K.
WisdomTree US MidCap Dividend Fund made up 0.04% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #367 holding.
Gladstone Institutional Advisory first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2018 and has held it in 32 quarters since.
416 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.