Medallion Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Medallion Wealth Advisors’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	7,827 -277	-3%	-$14.9K	0.13%	151
2025 Q4	$418K	Buy	8,104 +385	+5%	+$19.8K	0.14%	144
2025 Q3	$404K	Buy	7,719 +245	+3%	+$12.7K	0.14%	146
2025 Q2	$381K	Sell	7,474 -145	-2%	-$7K	0.15%	143
2025 Q1	$378K	Buy	7,619 +158	+2%	+$8.05K	0.17%	127
2024 Q4	$380K	Buy	+7,461	New	+$391K	0.19%	117

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Medallion Wealth Advisors's DON Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 3.4% in Q1 2026, selling an estimated $14.9K and leaving 7,827 shares worth $411K. The position accounts for 0.13% of the portfolio, ranked #151.

Medallion Wealth Advisors first reported a position in DON in Q4 2024 and has held it in 6 quarters since. The position peaked at $418K in Q4 2025. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Medallion Wealth Advisors held 7,827 shares of WisdomTree US MidCap Dividend Fund worth $411K as of Q1 2026.
Medallion Wealth Advisors sold 277 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $14.9K.
WisdomTree US MidCap Dividend Fund made up 0.13% of Medallion Wealth Advisors's portfolio in Q1 2026, its #151 holding.
Medallion Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $418K in Q4 2025.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.