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

Golden State 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 		$442K Buy
8,417
+1
+0% +$54 0.05% 270
2025
Q4 		$434K Sell
8,416
-248
-3% -$12.8K 0.05% 277
2025
Q3 		$453K Sell
8,664
-19
-0.2% -$984 0.05% 253
2025
Q2 		$435K Sell
8,683
-64
-0.7% -$3.09K 0.05% 256
2025
Q1 		$433K Buy
8,747
+375
+4% +$19.1K 0.06% 229
2024
Q4 		$427K Buy
+8,372
New +$439K 0.06% 216
2022
Q1 		$294K Sell
6,626
-1,789
-21% -$78.2K 0.06% 238
2021
Q4 		$373K Buy
+8,415
New +$367K 0.06% 257
2021
Q1 		– Sell
-29,699
Closed -$1.03M – 208
2020
Q4 		$1.03M Sell
29,699
-3,904
-12% -$127K 0.3% 63
2020
Q3 		$971K Sell
33,603
-31,786
-49% -$937K 0.32% 51
2020
Q2 		$1.85M Buy
65,389
+62,644
+2,282% +$1.69M 0.59% 29
2020
Q1 		$66K Buy
+2,745
New +$92.4K 0.03% 311
2019
Q4 		– Sell
-107,679
Closed -$3.91M – 257
2019
Q3 		$3.91M Sell
107,679
-5,052
-4% -$181K 1.29% 20
2019
Q2 		$4.08M Buy
112,731
+11,548
+11% +$415K 1.29% 15
2019
Q1 		$3.62M Buy
+101,183
New +$3.53M 1.21% 15

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

Golden State Wealth Management's DON Position: Q1 2026 in Review

Golden State Wealth Management increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.01% in Q1 2026, buying an estimated $54 and bringing the position to 8,417 shares worth $442K. The position accounts for 0.05% of the portfolio, ranked #270.

Golden State Wealth Management first reported a position in DON in Q1 2019 and has held it in 15 quarters since. The position peaked at $4.08M in Q2 2019. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Golden State Wealth Management held 8,417 shares of WisdomTree US MidCap Dividend Fund worth $442K as of Q1 2026.
  • Golden State Wealth Management bought 1 WisdomTree US MidCap Dividend Fund share in Q1 2026, an estimated $54.
  • WisdomTree US MidCap Dividend Fund made up 0.05% of Golden State Wealth Management's portfolio in Q1 2026, its #270 holding.
  • Golden State Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2019 and has held it in 15 quarters since.
  • Golden State Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $4.08M in Q2 2019.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.