Midwest Capital Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Midwest Capital 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	$216K	Sell	4,115 -40	-1%	-$2.16K	0.1%	54
2025 Q4	$214K	Sell	4,155 -31	-0.7%	-$1.6K	0.1%	50
2025 Q3	$219K	Sell	4,186 -69	-2%	-$3.57K	0.11%	46
2025 Q2	$213K	Sell	4,255 -8,685	-67%	-$419K	0.11%	47
2025 Q1	$641K	Sell	12,940 -4,551	-26%	-$232K	0.39%	31
2024 Q4	$892K	Buy	+17,491	New	+$917K	0.65%	27

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

Midwest Capital Advisors's DON Position: Q1 2026 in Review

Midwest Capital Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.96% in Q1 2026, selling an estimated $2.16K and leaving 4,115 shares worth $216K. The position accounts for 0.1% of the portfolio, ranked #54.

Midwest Capital Advisors first reported a position in DON in Q4 2024 and has held it in 6 quarters since. The position peaked at $892K in Q4 2024. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Midwest Capital Advisors held 4,115 shares of WisdomTree US MidCap Dividend Fund worth $216K as of Q1 2026.
Midwest Capital Advisors sold 40 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $2.16K.
WisdomTree US MidCap Dividend Fund made up 0.1% of Midwest Capital Advisors's portfolio in Q1 2026, its #54 holding.
Midwest Capital Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
Midwest Capital Advisors's WisdomTree US MidCap Dividend Fund position peaked at $892K in Q4 2024.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

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