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KCM Investment Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

KCM Investment Advisors’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
-7,475
Closed -$393K – 409
2026
Q1 		$393K Buy
7,475
+4
+0.1% +$216 0.01% 302
2025
Q4 		$385K Sell
7,471
-204
-3% -$10.5K 0.01% 296
2025
Q3 		$401K Buy
7,675
+5
+0.1% +$259 0.01% 288
2025
Q2 		$384K Buy
+7,670
New +$370K 0.01% 288
2020
Q1 		– Sell
-6,281
Closed -$239K – 312
2019
Q4 		$239K Buy
6,281
+6
+0.1% +$222 0.01% 312
2019
Q3 		$228K Buy
6,275
+7
+0.1% +$250 0.01% 307
2019
Q2 		$227K Buy
6,268
+4
+0.1% +$144 0.01% 307
2019
Q1 		$224K Buy
+6,264
New +$219K 0.01% 302
2018
Q4 		– Sell
-6,256
Closed -$231K – 485
2018
Q3 		$231K Buy
6,256
+2
+0% +$74 0.01% 477
2018
Q2 		$224K Buy
6,254
+379
+6% +$13.3K 0.01% 485
2018
Q1 		$200K Sell
5,875
-745
-11% -$26K 0.01% 511
2017
Q4 		$234K Buy
6,620
+2
+0% +$68 0.01% 472
2017
Q3 		$220K Buy
6,618
+6
+0.1% +$196 0.01% 491
2017
Q2 		$215K Buy
6,612
+3
+0% +$97 0.01% 508
2017
Q1 		$215K Sell
6,609
-3,930
-37% -$127K 0.01% 510
2016
Q4 		$332K Buy
10,539
+519
+5% +$15.8K 0.02% 423
2016
Q3 		$304K Buy
10,020
+1,443
+17% +$43.8K 0.02% 439
2016
Q2 		$256K Sell
8,577
-339
-4% -$9.84K 0.02% 460
2016
Q1 		$256K Buy
8,916
+12
+0.1% +$317 0.02% 450
2015
Q4 		$239K Buy
+8,904
New +$242K 0.02% 462

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

KCM Investment Advisors's DON Position: Q2 2026 in Review

KCM Investment Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2026, closing a stake of 7,475 shares — an estimated $393K sold.

KCM Investment Advisors first reported a position in DON in Q4 2015 and held it in 20 quarters. The position peaked at $401K in Q3 2025. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • KCM Investment Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • KCM Investment Advisors sold 7,475 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $393K.
  • KCM Investment Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2015 and held it in 20 quarters.
  • KCM Investment Advisors's WisdomTree US MidCap Dividend Fund position peaked at $401K in Q3 2025.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.