IHT Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.21M | Buy |
22,954
+2,104
| +10% | +$113K | 0.03% | 512 |
|
|
2025
Q4 | $1.08M | Sell |
20,850
-2,161
| -9% | -$111K | 0.03% | 525 |
|
|
2025
Q3 | $1.2M | Buy |
23,011
+534
| +2% | +$27.7K | 0.03% | 481 |
|
|
2025
Q2 | $1.13M | Buy |
22,477
+177
| +0.8% | +$8.55K | 0.03% | 464 |
|
|
2025
Q1 | $1.1M | Sell |
22,300
-183
| -0.8% | -$9.33K | 0.03% | 447 |
|
|
2024
Q4 | $1.15M | Buy |
22,483
+518
| +2% | +$27.2K | 0.04% | 413 |
|
|
2024
Q3 | $1.12M | Buy |
21,965
+377
| +2% | +$18.4K | 0.03% | 471 |
|
|
2024
Q2 | $1.01M | Buy |
21,588
+87
| +0.4% | +$4.11K | 0.04% | 435 |
|
|
2024
Q1 | $1.05M | Buy |
21,501
+185
| +0.9% | +$8.48K | 0.04% | 410 |
|
|
2023
Q4 | $974K | Sell |
21,316
-739
| -3% | -$31K | 0.04% | 395 |
|
|
2023
Q3 | $903K | Buy |
22,055
+2,297
| +12% | +$97.9K | 0.05% | 370 |
|
|
2023
Q2 | $831K | Sell |
19,758
-103
| -0.5% | -$4.18K | 0.04% | 385 |
|
|
2023
Q1 | $814K | Buy |
19,861
+4,431
| +29% | +$188K | 0.05% | 351 |
|
|
2022
Q4 | $635K | Buy |
15,430
+5,932
| +62% | +$245K | 0.04% | 414 |
|
|
2022
Q3 | $358K | Sell |
9,498
-89,504
| -90% | -$3.68M | 0.03% | 555 |
|
|
2022
Q2 | $3.86M | Buy |
99,002
+91,332
| +1,191% | +$3.85M | 0.34% | 57 |
|
|
2022
Q1 | $341K | Sell |
7,670
-324,285
| -98% | -$14.2M | 0.03% | 528 |
|
|
2021
Q4 | $14.7M | Buy |
331,955
+324,069
| +4,109% | +$14.1M | 1.09% | 13 |
|
|
2021
Q3 | $327K | Buy |
7,886
+232
| +3% | +$9.74K | 0.03% | 564 |
|
|
2021
Q2 | $321K | Sell |
7,654
-354
| -4% | -$15K | 0.02% | 685 |
|
|
2021
Q1 | $324K | Buy |
8,008
+1,460
| +22% | +$55.5K | 0.02% | 607 |
|
|
2020
Q4 | $228K | Buy |
+6,548
| New | +$213K | 0.02% | 647 |
|
|
2020
Q1 | – | Sell |
-7,395
| Closed | -$281K | – | 575 |
|
|
2019
Q4 | $281K | Buy |
7,395
+269
| +4% | +$9.95K | 0.03% | 466 |
|
|
2019
Q3 | $259K | Buy |
7,126
+592
| +9% | +$21.2K | 0.04% | 463 |
|
|
2019
Q2 | $236K | Sell |
6,534
-401
| -6% | -$14.4K | 0.03% | 457 |
|
|
2019
Q1 | $248K | Sell |
6,935
-745
| -10% | -$26K | 0.04% | 405 |
|
|
2018
Q4 | $243K | Sell |
7,680
-3,328
| -30% | -$114K | 0.05% | 381 |
|
|
2018
Q3 | $406K | Buy |
11,008
+4
| +0% | +$147 | 0.09% | 257 |
|
|
2018
Q2 | $394K | Buy |
11,004
+80
| +0.7% | +$2.81K | 0.1% | 241 |
|
|
2018
Q1 | $365K | Buy |
10,924
+89
| +0.8% | +$3.11K | 0.1% | 237 |
|
|
2017
Q4 | $388K | Buy |
10,835
+4,715
| +77% | +$161K | 0.1% | 242 |
|
|
2017
Q3 | $205K | Buy |
6,120
+279
| +5% | +$9.1K | 0.09% | 240 |
|
|
2017
Q2 | $1 | Buy |
5,841
+30
| +0.5% | +$972 | ﹤0.01% | 1291 |
|
|
2017
Q1 | $187K | Buy |
5,811
+33
| +0.6% | +$1.06K | 0.12% | 189 |
|
|
2016
Q4 | $183K | Buy |
+5,778
| New | +$176K | 0.14% | 178 |
|
Other funds holding DON
LW
IHT Wealth Management's DON Position: Q1 2026 in Review
IHT Wealth Management increased its WisdomTree US MidCap Dividend Fund (DON) stake by 10% in Q1 2026, buying an estimated $113K and bringing the position to 22,954 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #512.
IHT Wealth Management first reported a position in DON in Q4 2016 and has held it in 35 quarters since. The position peaked at $14.7M in Q4 2021. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.
- IHT Wealth Management held 22,954 shares of WisdomTree US MidCap Dividend Fund worth $1.21M as of Q1 2026.
- IHT Wealth Management bought 2,104 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $113K.
- WisdomTree US MidCap Dividend Fund made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #512 holding.
- IHT Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2016 and has held it in 35 quarters since.
- IHT Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $14.7M in Q4 2021.
- 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.