Kickstand Ventures’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Kickstand Ventures’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	$202K	Buy	+3,566	New	+$196K	0.04%	151
2025 Q4	–	Sell	-4,012	Closed	-$210K	–	128
2025 Q3	$210K	Sell	4,012 -472	-11%	-$24.4K	0.05%	122
2025 Q2	$225K	Sell	4,484 -372	-8%	-$18K	0.05%	103
2025 Q1	$240K	Sell	4,856 -17	-0.3%	-$866	0.06%	92
2024 Q4	$248K	Sell	4,873 -277	-5%	-$14.5K	0.06%	79
2024 Q3	$263K	Hold	5,150	–	–	0.07%	74
2024 Q2	$241K	Sell	5,150 -42	-0.8%	-$1.99K	0.07%	73
2024 Q1	$253K	Sell	5,192 -27	-0.5%	-$1.24K	0.07%	80
2023 Q4	$238K	Sell	5,219 -154	-3%	-$6.46K	0.07%	91
2023 Q3	$220K	Buy	+5,373	New	+$229K	0.07%	96

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kickstand Ventures's DON Position: Q2 2026 in Review

Kickstand Ventures opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2026: 3,566 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #151 among its holdings. This is a return to the name: Kickstand Ventures previously reported a position in DON as recently as Q3 2025.

Kickstand Ventures first reported a position in DON in Q3 2023 and has held it in 10 quarters since. The position peaked at $263K in Q3 2024. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Kickstand Ventures held 3,566 shares of WisdomTree US MidCap Dividend Fund worth $202K as of Q2 2026.
WisdomTree US MidCap Dividend Fund was a new Kickstand Ventures position in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.04% of Kickstand Ventures's portfolio in Q2 2026, its #151 holding.
Kickstand Ventures first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2023 and has held it in 10 quarters since.
Kickstand Ventures's WisdomTree US MidCap Dividend Fund position peaked at $263K in Q3 2024.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Kickstand Ventures's 13F filing for Q2 2026, filed 30 Jul 2026.