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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
Q2 		$791 Buy
+14
New +$771 ﹤0.01% 677
2026
Q1 		– Sell
-36
Closed -$1.86K – 708
2025
Q4 		$1.86K Buy
+36
New +$1.85K ﹤0.01% 397

Other funds holding DON

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Key Capital Management's DON Position: Q2 2026 in Review

Key Capital Management opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2026: 14 shares worth $791. The stake represents ﹤0.01% of the portfolio and ranks #677 among its holdings. This is a return to the name: Key Capital Management previously reported a position in DON as recently as Q4 2025.

Key Capital Management first reported a position in DON in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.86K in Q4 2025. 280 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Key Capital Management held 14 shares of WisdomTree US MidCap Dividend Fund worth $791 as of Q2 2026.
  • WisdomTree US MidCap Dividend Fund was a new Key Capital Management position in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #677 holding.
  • Key Capital Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2025 and has held it in 2 quarters since.
  • Key Capital Management's WisdomTree US MidCap Dividend Fund position peaked at $1.86K in Q4 2025.
  • 280 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.