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

Kaydan 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
Q2 		$1.13M Buy
20,045
+458
+2% +$25.2K 0.35% 40
2026
Q1 		$1.03M Buy
19,587
+375
+2% +$20.2K 0.34% 39
2025
Q4 		$991K Sell
19,212
-124
-0.6% -$6.39K 0.29% 39
2025
Q3 		$1.01M Sell
19,336
-108
-0.6% -$5.59K 0.29% 44
2025
Q2 		$975K Sell
19,444
-2,315
-11% -$112K 0.32% 41
2025
Q1 		$1.08M Sell
21,759
-3
-0% -$153 0.35% 34
2024
Q4 		$1.11M Sell
21,762
-331
-1% -$17.4K 0.37% 32
2024
Q3 		$1.13M Buy
22,093
+393
+2% +$19.2K 0.33% 32
2024
Q2 		$1.01M Buy
21,700
+737
+4% +$34.8K 0.36% 35
2024
Q1 		$1.02M Sell
20,963
-228
-1% -$10.5K 0.35% 34
2023
Q4 		$968K Sell
21,191
-376
-2% -$15.8K 0.39% 33
2023
Q3 		$883K Sell
21,567
-367
-2% -$15.6K 0.35% 31
2023
Q2 		$922K Buy
21,934
+50
+0.2% +$2.03K 0.39% 30
2023
Q1 		$897K Sell
21,884
-883
-4% -$37.5K 0.37% 28
2022
Q4 		$937K Hold
22,767
– – 0.37% 28
2022
Q3 		$858K Sell
22,767
-2,163
-9% -$89K 0.47% 28
2022
Q2 		$972K Buy
24,930
+125
+0.5% +$5.27K 0.54% 26
2022
Q1 		$1.1M Buy
24,805
+904
+4% +$39.5K 0.49% 32
2021
Q4 		$1.06M Buy
+23,901
New +$1.04M 0.4% 34

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kaydan Wealth Management's DON Position: Q2 2026 in Review

Kaydan Wealth Management increased its WisdomTree US MidCap Dividend Fund (DON) stake by 2.3% in Q2 2026, buying an estimated $25.2K and bringing the position to 20,045 shares worth $1.13M. The position accounts for 0.35% of the portfolio, ranked #40.

Kaydan Wealth Management first reported a position in DON in Q4 2021 and has held it in 19 quarters since. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Kaydan Wealth Management held 20,045 shares of WisdomTree US MidCap Dividend Fund worth $1.13M as of Q2 2026.
  • Kaydan Wealth Management bought 458 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $25.2K.
  • WisdomTree US MidCap Dividend Fund made up 0.35% of Kaydan Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Kaydan Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.