KWM
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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
Q3 		$1.08M Sell
19,972
-73
-0.4% -$4.17K 0.37% 40
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

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Kaydan Wealth Management's DON Position: Q3 2026 in Review

Kaydan Wealth Management reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.36% in Q3 2026, selling an estimated $4.17K and leaving 19,972 shares worth $1.08M. The position accounts for 0.37% of the portfolio, ranked #40.

Kaydan Wealth Management first reported a position in DON in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.13M in Q2 2026. 25 funds tracked by Wall St. Rank hold DON as of Q3 2026.

  • Kaydan Wealth Management held 19,972 shares of WisdomTree US MidCap Dividend Fund worth $1.08M as of Q3 2026.
  • Kaydan Wealth Management sold 73 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $4.17K.
  • WisdomTree US MidCap Dividend Fund made up 0.37% of Kaydan Wealth Management's portfolio in Q3 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 20 quarters since.
  • Kaydan Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $1.13M in Q2 2026.
  • 25 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.