Koshinski Asset Management
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Koshinski Asset Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Koshinski Asset 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
Q1 		$411K Sell
7,825
-431
-5% -$23.2K 0.03% 487
2025
Q4 		$426K Buy
8,256
+298
+4% +$15.4K 0.03% 467
2025
Q3 		$416K Buy
7,958
+1,578
+25% +$81.7K 0.03% 472
2025
Q2 		$320K Buy
6,380
+349
+6% +$16.9K 0.02% 511
2025
Q1 		$299K Buy
6,031
+542
+10% +$27.6K 0.03% 495
2024
Q4 		$280M Buy
5,489
+422
+8% +$22.1K 0.02% 501
2024
Q3 		$259K Buy
5,067
+2
+0% +$98 0.02% 526
2024
Q2 		$234K Sell
5,065
-615
-11% -$29.1K 0.02% 524
2024
Q1 		$277K Buy
+5,680
New +$260K 0.03% 453
2023
Q4 		– Sell
-6,415
Closed -$263K – 531
2023
Q3 		$263K Sell
6,415
-211
-3% -$8.99K 0.03% 455
2023
Q2 		$279K Sell
6,626
-2,146
-24% -$87K 0.03% 473
2023
Q1 		$359K Sell
8,772
-21
-0.2% -$893 0.04% 390
2022
Q4 		$362K Buy
8,793
+414
+5% +$17.1K 0.04% 422
2022
Q3 		$316K Buy
8,379
+331
+4% +$13.6K 0.04% 405
2022
Q2 		$314K Buy
8,048
+315
+4% +$13.3K 0.03% 454
2022
Q1 		$344K Buy
7,733
+225
+3% +$9.84K 0.03% 459
2021
Q4 		$333K Sell
7,508
-364
-5% -$15.9K 0.03% 492
2021
Q3 		$326K Buy
7,872
+1,909
+32% +$80.1K 0.03% 487
2021
Q2 		$250K Sell
5,963
-2,755
-32% -$117K 0.03% 485
2021
Q1 		$352K Buy
8,718
+20
+0.2% +$761 0.04% 442
2020
Q4 		$303K Sell
8,698
-930
-10% -$30.2K 0.04% 432
2020
Q3 		$299 Hold
9,628
– – 0.04% 392
2020
Q2 		$273K Buy
9,628
+787
+9% +$21.3K 0.04% 405
2020
Q1 		$214K Sell
8,841
-5,975
-40% -$201K 0.05% 407
2019
Q4 		$562K Buy
+14,816
New +$548K 0.1% 284
2019
Q3 		– Sell
-112,235
Closed -$4.06M – 179
2019
Q2 		$4.06M Sell
112,235
-9,033
-7% -$324K 1.65% 6
2019
Q1 		$4.34K Sell
121,268
-9,681
-7% -$338K 1.16% 11
2018
Q4 		$4.14M Sell
130,949
-376
-0.3% -$12.9K 1.02% 10
2018
Q3 		$4.84M Buy
131,325
+49,525
+61% +$1.82M 0.69% 26
2018
Q2 		$2.93M Buy
81,800
+17
+0% +$596 0.89% 14
2018
Q1 		$2.79M Buy
81,783
+1,421
+2% +$49.6K 0.87% 12
2017
Q4 		$2.83M Buy
80,362
+3,055
+4% +$105K 0.71% 22
2017
Q3 		$2.58M Sell
77,307
-7,329
-9% -$239K 0.85% 16
2017
Q2 		$2.76M Sell
84,636
-4,149
-5% -$134K 1.01% 10
2017
Q1 		$2.89M Sell
88,785
-90
-0.1% -$2.9K 1.13% 10
2016
Q4 		$2.63M Buy
88,875
+4,641
+6% +$142K 1.3% 6
2016
Q3 		$2.55M Sell
84,234
-1,998
-2% -$60.7K 1.27% 6
2016
Q2 		$2.57M Buy
86,232
+873
+1% +$25.3K 1.4% 7
2016
Q1 		$2.45M Buy
85,359
+1,782
+2% +$47K 1.58% 7
2015
Q4 		$2.24M Buy
83,577
+663
+0.8% +$18K 1.57% 8
2015
Q3 		$2.28M Buy
82,914
+8,172
+11% +$221K 1.46% 10
2015
Q2 		$2.06M Buy
74,742
+4,395
+6% +$125K 1.3% 13
2015
Q1 		$2.02M Buy
70,347
+1,356
+2% +$38.4K 1.31% 16
2014
Q4 		$1.93M Buy
+68,991
New +$1.87M 1.09% 18

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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

Koshinski Asset Management's DON Position: Q1 2026 in Review

Koshinski Asset Management reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 5.2% in Q1 2026, selling an estimated $23.2K and leaving 7,825 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #487.

Koshinski Asset Management first reported a position in DON in Q4 2014 and has held it in 44 quarters since. The position peaked at $280M in Q4 2024. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Koshinski Asset Management held 7,825 shares of WisdomTree US MidCap Dividend Fund worth $411K as of Q1 2026.
  • Koshinski Asset Management sold 431 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $23.2K.
  • WisdomTree US MidCap Dividend Fund made up 0.03% of Koshinski Asset Management's portfolio in Q1 2026, its #487 holding.
  • Koshinski Asset Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2014 and has held it in 44 quarters since.
  • Koshinski Asset Management's WisdomTree US MidCap Dividend Fund position peaked at $280M in Q4 2024.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.