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Key Financial Inc’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Key Financial Inc’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 		$357K Sell
6,789
-465
-6% -$25.1K 0.06% 220
2025
Q4 		$374K Hold
7,254
– – 0.07% 207
2025
Q3 		$379K Buy
7,254
+6
+0.1% +$311 0.07% 205
2025
Q2 		$363K Buy
7,248
+555
+8% +$26.8K 0.07% 203
2025
Q1 		$331K Hold
6,693
– – 0.07% 201
2024
Q4 		$341K Sell
6,693
-420
-6% -$22K 0.08% 186
2024
Q3 		$364K Hold
7,113
– – 0.08% 184
2024
Q2 		$333K Sell
7,113
-1,109
-13% -$52.4K 0.08% 184
2024
Q1 		$401K Buy
8,222
+1,017
+14% +$46.6K 0.1% 158
2023
Q4 		$329K Buy
7,205
+430
+6% +$18K 0.09% 168
2023
Q3 		$278K Sell
6,775
-801
-11% -$34.1K 0.09% 170
2023
Q2 		$319K Sell
7,576
-1,224
-14% -$49.6K 0.11% 158
2023
Q1 		$361K Sell
8,800
-3,940
-31% -$167K 0.13% 136
2022
Q4 		$480K Hold
12,740
– – 0.23% 84
2022
Q3 		$480K Sell
12,740
-1,059
-8% -$43.6K 0.23% 84
2022
Q2 		$545K Hold
13,799
– – 0.3% 64
2022
Q1 		$613K Hold
13,799
– – 0.3% 62
2021
Q4 		$612K Hold
13,799
– – 0.31% 63
2021
Q3 		$572K Hold
13,799
– – 0.32% 62
2021
Q2 		$578K Hold
13,799
– – 0.32% 61
2021
Q1 		$558K Hold
13,799
– – 0.37% 57
2020
Q4 		$480K Hold
13,799
– – 0.36% 59
2020
Q3 		$399K Sell
13,799
-949
-6% -$28K 0.41% 60
2020
Q2 		$413K Hold
14,748
– – 0.47% 54
2020
Q1 		$364K Hold
14,748
– – 0.37% 52
2019
Q4 		$561K Buy
+14,748
New +$545K 0.53% 48

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

Key Financial Inc's DON Position: Q1 2026 in Review

Key Financial Inc reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 6.4% in Q1 2026, selling an estimated $25.1K and leaving 6,789 shares worth $357K. The position accounts for 0.06% of the portfolio, ranked #220.

Key Financial Inc first reported a position in DON in Q4 2019 and has held it in 26 quarters since. The position peaked at $613K in Q1 2022. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Key Financial Inc held 6,789 shares of WisdomTree US MidCap Dividend Fund worth $357K as of Q1 2026.
  • Key Financial Inc sold 465 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $25.1K.
  • WisdomTree US MidCap Dividend Fund made up 0.06% of Key Financial Inc's portfolio in Q1 2026, its #220 holding.
  • Key Financial Inc first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's WisdomTree US MidCap Dividend Fund position peaked at $613K in Q1 2022.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.