John Overdeck’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

John Overdeck’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 Q2	–	Sell	-6,900	Closed	-$363K	–	5137
2026 Q1	$363K	Sell	6,900 -58,700	-89%	-$3.17M	﹤0.01%	3947
2025 Q4	$3.38M	Sell	65,600 -82,900	-56%	-$4.27M	﹤0.01%	2051
2025 Q3	$7.77M	Buy	148,500 +136,100	+1,098%	+$7.05M	0.01%	1108
2025 Q2	$621K	Sell	12,400 -121,700	-91%	-$5.88M	﹤0.01%	2486
2025 Q1	$6.64M	Buy	+134,100	New	+$6.83M	0.01%	970
2024 Q4	–	Sell	-56,200	Closed	-$2.87M	–	3264
2024 Q3	$2.87M	Buy	+56,200	New	+$2.75M	0.01%	1442
2024 Q1	–	Sell	-36,800	Closed	-$1.68M	–	3089
2023 Q4	$1.68M	Buy	+36,800	New	+$1.54M	﹤0.01%	1734

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

John Overdeck's DON Position: Q2 2026 in Review

John Overdeck sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2026, closing a stake of 6,900 shares — an estimated $363K sold.

John Overdeck first reported a position in DON in Q4 2023 and held it in 7 quarters. The position peaked at $7.77M in Q3 2025. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

John Overdeck reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
John Overdeck sold 6,900 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $363K.
John Overdeck first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and held it in 7 quarters.
John Overdeck's WisdomTree US MidCap Dividend Fund position peaked at $7.77M in Q3 2025.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.