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

Midland 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	$1.95M	Sell	37,140 -1,182	-3%	-$63.7K	0.1%	42
2025 Q4	$1.98M	Sell	38,322 -1,125	-3%	-$58K	0.1%	43
2025 Q3	$2.06M	Sell	39,447 -8,915	-18%	-$462K	0.11%	45
2025 Q2	$2.42M	Sell	48,362 -4,587	-9%	-$221K	0.13%	37
2025 Q1	$2.62M	Sell	52,949 -2,078	-4%	-$106K	0.15%	35
2024 Q4	$2.8M	Sell	55,027 -1,668	-3%	-$87.5K	0.17%	35
2024 Q3	$2.9M	Sell	56,695 -6,959	-11%	-$340K	0.17%	33
2024 Q2	$2.98M	Sell	63,654 -2,561	-4%	-$121K	0.18%	36
2024 Q1	$3.23M	Sell	66,215 -15,655	-19%	-$718K	0.2%	27
2023 Q4	$3.74M	Buy	+81,870	New	+$3.43M	0.26%	23

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

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

Midland Wealth Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 3.1% in Q1 2026, selling an estimated $63.7K and leaving 37,140 shares worth $1.95M. The position accounts for 0.1% of the portfolio, ranked #42.

Midland Wealth Advisors first reported a position in DON in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.74M in Q4 2023. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Midland Wealth Advisors held 37,140 shares of WisdomTree US MidCap Dividend Fund worth $1.95M as of Q1 2026.
Midland Wealth Advisors sold 1,182 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $63.7K.
WisdomTree US MidCap Dividend Fund made up 0.1% of Midland Wealth Advisors's portfolio in Q1 2026, its #42 holding.
Midland Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and has held it in 10 quarters since.
Midland Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $3.74M in Q4 2023.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.