Key Capital Management
DON icon

Key Capital Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Key Capital 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 		$755 Hold
14
– – ﹤0.01% 710
2026
Q2 		$791 Buy
+14
New +$771 ﹤0.01% 677
2026
Q1 		– Sell
-36
Closed -$1.86K – 708
2025
Q4 		$1.86K Buy
+36
New +$1.86K ﹤0.01% 397

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Linscomb Wealth
Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Key Capital Management's DON Position: Q3 2026 in Review

Key Capital Management held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q3 2026 at 14 shares worth $755. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Key Capital Management first reported a position in DON in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.86K in Q4 2025. 416 funds tracked by Wall St. Rank hold DON as of Q3 2026.

  • Key Capital Management held 14 shares of WisdomTree US MidCap Dividend Fund worth $755 as of Q3 2026.
  • Key Capital Management left its WisdomTree US MidCap Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #710 holding.
  • Key Capital Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's WisdomTree US MidCap Dividend Fund position peaked at $1.86K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.