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Harbour Investments’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Harbour Investments’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 		$2.33M Buy
44,384
+10,302
+30% +$556K 0.04% 451
2025
Q4 		$1.76M Sell
34,082
-116
-0.3% -$5.98K 0.04% 431
2025
Q3 		$1.79M Buy
34,198
+1,524
+5% +$78.9K 0.04% 379
2025
Q2 		$1.64M Buy
32,674
+5,828
+22% +$281K 0.04% 377
2025
Q1 		$1.33M Buy
26,846
+1,390
+5% +$70.8K 0.04% 407
2024
Q4 		$1.3M Buy
25,456
+44
+0.2% +$2.31K 0.04% 405
2024
Q3 		$1.3M Buy
25,412
+415
+2% +$20.3K 0.04% 390
2024
Q2 		$1.17M Sell
24,997
-2,481
-9% -$117K 0.04% 384
2024
Q1 		$1.34M Buy
27,478
+4,480
+19% +$205K 0.05% 343
2023
Q4 		$1.05M Buy
22,998
+2,745
+14% +$115K 0.04% 350
2023
Q3 		$830K Buy
20,253
+1,135
+6% +$48.4K 0.04% 365
2023
Q2 		$804K Buy
19,118
+1,146
+6% +$46.5K 0.04% 396
2023
Q1 		$736K Buy
17,972
+4,635
+35% +$197K 0.04% 385
2022
Q4 		$549K Buy
13,337
+3,348
+34% +$138K 0.03% 431
2022
Q3 		$389K Hold
9,989
– – 0.03% 482
2022
Q2 		$389K Buy
+9,989
New +$421K 0.03% 482
2021
Q4 		$364K Sell
8,195
-3,783
-32% -$165K 0.02% 506
2021
Q3 		$497K Sell
11,978
-1,242
-9% -$52.1K 0.02% 642
2021
Q2 		$555K Buy
13,220
+2,146
+19% +$90.8K 0.02% 636
2021
Q1 		$448K Buy
+11,074
New +$421K 0.02% 647

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

Harbour Investments's DON Position: Q1 2026 in Review

Harbour Investments increased its WisdomTree US MidCap Dividend Fund (DON) stake by 30% in Q1 2026, buying an estimated $556K and bringing the position to 44,384 shares worth $2.33M. The position accounts for 0.04% of the portfolio, ranked #451.

Harbour Investments first reported a position in DON in Q1 2021 and has held it in 20 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Harbour Investments held 44,384 shares of WisdomTree US MidCap Dividend Fund worth $2.33M as of Q1 2026.
  • Harbour Investments bought 10,302 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $556K.
  • WisdomTree US MidCap Dividend Fund made up 0.04% of Harbour Investments's portfolio in Q1 2026, its #451 holding.
  • Harbour Investments first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2021 and has held it in 20 quarters since.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.