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

NewSquare Capital’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 		$1.54M Buy
29,251
+1,337
+5% +$72.1K 0.13% 127
2025
Q4 		$1.44M Buy
27,914
+3,203
+13% +$165K 0.13% 119
2025
Q3 		$1.29M Buy
24,711
+553
+2% +$28.6K 0.09% 130
2025
Q2 		$1.21M Buy
24,158
+1,968
+9% +$95K 0.09% 121
2025
Q1 		$1.1M Buy
22,190
+234
+1% +$11.9K 0.09% 123
2024
Q4 		$1.12M Buy
21,956
+546
+3% +$28.6K 0.09% 119
2024
Q3 		$1.09M Sell
21,410
-184
-0.9% -$8.99K 0.09% 120
2024
Q2 		$1.01M Buy
21,594
+380
+2% +$18K 0.09% 118
2024
Q1 		$1.03M Buy
21,214
+5,080
+31% +$233K 0.09% 117
2023
Q4 		$737K Sell
16,134
-3,670
-19% -$154K 0.07% 129
2023
Q3 		$811K Sell
19,804
-296
-1% -$12.6K 0.09% 122
2023
Q2 		$845K Buy
20,100
+706
+4% +$28.6K 0.09% 120
2023
Q1 		$795K Buy
19,394
+770
+4% +$32.7K 0.09% 124
2022
Q4 		$766K Buy
18,624
+520
+3% +$21.5K 0.1% 120
2022
Q3 		$682K Buy
18,104
+360
+2% +$14.8K 0.09% 126
2022
Q2 		$692K Buy
17,744
+345
+2% +$14.5K 0.09% 125
2022
Q1 		$773K Buy
17,399
+4,930
+40% +$216K 0.08% 133
2021
Q4 		$553K Buy
12,469
+3,875
+45% +$169K 0.06% 138
2021
Q3 		$356K Buy
8,594
+745
+9% +$31.3K 0.04% 144
2021
Q2 		$329K Buy
7,849
+755
+11% +$32K 0.04% 143
2021
Q1 		$287K Buy
7,094
+840
+13% +$32K 0.04% 135
2020
Q4 		$218K Buy
6,254
+3,605
+136% +$117K 0.03% 143
2020
Q3 		$77K Buy
2,649
+933
+54% +$27.5K 0.01% 153
2020
Q2 		$49K Buy
+1,716
New +$46.3K 0.01% 170
2018
Q2 		– Sell
-54
Closed -$2K – 307
2018
Q1 		$2K Buy
+54
New +$1.89K ﹤0.01% 308

Other funds holding DON

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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

NewSquare Capital's DON Position: Q1 2026 in Review

NewSquare Capital increased its WisdomTree US MidCap Dividend Fund (DON) stake by 4.8% in Q1 2026, buying an estimated $72.1K and bringing the position to 29,251 shares worth $1.54M. The position accounts for 0.13% of the portfolio, ranked #127.

NewSquare Capital first reported a position in DON in Q1 2018 and has held it in 25 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • NewSquare Capital held 29,251 shares of WisdomTree US MidCap Dividend Fund worth $1.54M as of Q1 2026.
  • NewSquare Capital bought 1,337 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $72.1K.
  • WisdomTree US MidCap Dividend Fund made up 0.13% of NewSquare Capital's portfolio in Q1 2026, its #127 holding.
  • NewSquare Capital first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2018 and has held it in 25 quarters since.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.