KIA
DON icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCM Investment Advisors's DON Position: Q1 2026 in Review

KCM Investment Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.05% in Q1 2026, buying an estimated $216 and bringing the position to 7,475 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #302.

KCM Investment Advisors first reported a position in DON in Q4 2015 and has held it in 20 quarters since. The position peaked at $401K in Q3 2025. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • KCM Investment Advisors held 7,475 shares of WisdomTree US MidCap Dividend Fund worth $393K as of Q1 2026.
  • KCM Investment Advisors bought 4 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $216.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of KCM Investment Advisors's portfolio in Q1 2026, its #302 holding.
  • KCM Investment Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2015 and has held it in 20 quarters since.
  • KCM Investment Advisors's WisdomTree US MidCap Dividend Fund position peaked at $401K in Q3 2025.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.