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Leo Wealth LLC’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Leo Wealth LLC’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 		$400K Buy
7,614
+1
+0% +$54 0.03% 302
2025
Q4 		$393K Buy
+7,613
New +$392K 0.03% 304
2025
Q3 		– Sell
-8,266
Closed -$414K – 319
2025
Q2 		$414K Buy
+8,266
New +$399K 0.03% 269
2025
Q1 		– Sell
-8,466
Closed -$432K – 299
2024
Q4 		$432K Hold
8,466
– – 0.04% 249
2024
Q3 		$433K Sell
8,466
-217
-2% -$10.6K 0.04% 241
2024
Q2 		$403K Buy
8,683
+1,959
+29% +$92.6K 0.04% 239
2024
Q1 		$326K Sell
6,724
-1,108
-14% -$50.8K 0.03% 259
2023
Q4 		$367K Buy
+7,832
New +$329K 0.04% 235

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

Leo Wealth LLC's DON Position: Q1 2026 in Review

Leo Wealth LLC increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.01% in Q1 2026, buying an estimated $54 and bringing the position to 7,614 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #302.

Leo Wealth LLC first reported a position in DON in Q4 2023 and has held it in 8 quarters since. The position peaked at $433K in Q3 2024. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Leo Wealth LLC held 7,614 shares of WisdomTree US MidCap Dividend Fund worth $400K as of Q1 2026.
  • Leo Wealth LLC bought 1 WisdomTree US MidCap Dividend Fund share in Q1 2026, an estimated $54.
  • WisdomTree US MidCap Dividend Fund made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #302 holding.
  • Leo Wealth LLC first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and has held it in 8 quarters since.
  • Leo Wealth LLC's WisdomTree US MidCap Dividend Fund position peaked at $433K in Q3 2024.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.