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

MONECO 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 		$312K Sell
5,943
-615
-9% -$33.2K 0.02% 393
2025
Q4 		$338K Sell
6,558
-131
-2% -$6.75K 0.03% 370
2025
Q3 		$350K Buy
6,689
+26
+0.4% +$1.35K 0.03% 368
2025
Q2 		$334K Buy
6,663
+453
+7% +$21.9K 0.03% 361
2025
Q1 		$308K Buy
6,210
+139
+2% +$7.08K 0.03% 358
2024
Q4 		$309K Buy
6,071
+26
+0.4% +$1.36K 0.03% 360
2024
Q3 		$309K Buy
6,045
+71
+1% +$3.47K 0.04% 338
2024
Q2 		$279K Buy
5,974
+26
+0.4% +$1.23K 0.04% 333
2024
Q1 		$290K Sell
5,948
-10
-0.2% -$459 0.05% 321
2023
Q4 		$272K Buy
5,958
+1
+0% +$42 0.05% 309
2023
Q3 		$244K Buy
5,957
+28
+0.5% +$1.19K 0.07% 290
2023
Q2 		$249K Buy
5,929
+34
+0.6% +$1.38K 0.07% 285
2023
Q1 		$242K Buy
5,895
+758
+15% +$32.2K 0.07% 282
2022
Q4 		$211K Buy
+5,137
New +$212K 0.08% 250
2021
Q1 		– Sell
-6,347
Closed -$231K – 221
2020
Q4 		$231K Sell
6,347
-16,720
-72% -$544K 0.13% 151
2020
Q3 		$667K Sell
23,067
-296
-1% -$8.72K 0.43% 58
2020
Q2 		$662K Sell
23,363
-87
-0.4% -$2.35K 0.52% 49
2020
Q1 		$567K Sell
23,450
-11,128
-32% -$375K 0.58% 45
2019
Q4 		$1.33M Sell
34,578
-1,525
-4% -$56.4K 0.95% 27
2019
Q3 		$1.31M Buy
36,103
+60
+0.2% +$2.15K 1.02% 26
2019
Q2 		$1.3M Buy
36,043
+2,683
+8% +$96.4K 1.05% 25
2019
Q1 		$1.19M Buy
33,360
+3,417
+11% +$119K 0.97% 27
2018
Q4 		$947K Buy
+29,943
New +$1.03M 1.1% 21

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

MONECO Advisors's DON Position: Q1 2026 in Review

MONECO Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 9.4% in Q1 2026, selling an estimated $33.2K and leaving 5,943 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #393.

MONECO Advisors first reported a position in DON in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.33M in Q4 2019. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • MONECO Advisors held 5,943 shares of WisdomTree US MidCap Dividend Fund worth $312K as of Q1 2026.
  • MONECO Advisors sold 615 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $33.2K.
  • WisdomTree US MidCap Dividend Fund made up 0.02% of MONECO Advisors's portfolio in Q1 2026, its #393 holding.
  • MONECO Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2018 and has held it in 23 quarters since.
  • MONECO Advisors's WisdomTree US MidCap Dividend Fund position peaked at $1.33M in Q4 2019.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.