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Keel Point’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Keel Point’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 		$732K Buy
+13,940
New +$752K 0.05% 209

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

Keel Point's DON Position: Q1 2026 in Review

Keel Point opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q1 2026: 13,940 shares worth $732K. The stake represents 0.05% of the portfolio and ranks #209 among its holdings.

463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Keel Point held 13,940 shares of WisdomTree US MidCap Dividend Fund worth $732K as of Q1 2026.
  • WisdomTree US MidCap Dividend Fund was a new Keel Point position in Q1 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.05% of Keel Point's portfolio in Q1 2026, its #209 holding.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.