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Hanover Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Hanover Advisors’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 		$624K Hold
11,871
– – 0.25% 53
2025
Q4 		$613K Hold
11,871
– – 0.24% 53
2025
Q3 		$621K Hold
11,871
– – 0.24% 52
2025
Q2 		$595K Hold
11,871
– – 0.24% 47
2025
Q1 		$588K Hold
11,871
– – 0.25% 41
2024
Q4 		$605K Hold
11,871
– – 0.25% 38
2024
Q3 		$607K Hold
11,871
– – 0.25% 40
2024
Q2 		$555K Sell
11,871
-300
-2% -$14.2K 0.25% 43
2024
Q1 		$594K Buy
12,171
+300
+3% +$13.8K 0.25% 45
2023
Q4 		$542K Buy
+11,871
New +$498K 0.26% 42

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

Hanover Advisors's DON Position: Q1 2026 in Review

Hanover Advisors held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q1 2026 at 11,871 shares worth $624K. The position accounts for 0.25% of the portfolio, ranked #53.

Hanover Advisors first reported a position in DON in Q4 2023 and has held it in 10 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Hanover Advisors held 11,871 shares of WisdomTree US MidCap Dividend Fund worth $624K as of Q1 2026.
  • Hanover Advisors left its WisdomTree US MidCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.25% of Hanover Advisors's portfolio in Q1 2026, its #53 holding.
  • Hanover Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and has held it in 10 quarters since.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Hanover Advisors's 13F filing for Q1 2026, filed 7 May 2026.