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Opes Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Opes Wealth Management’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 		$1.66M Buy
31,686
+1,513
+5% +$81.6K 0.27% 54
2025
Q4 		$1.56M Buy
30,173
+145
+0.5% +$7.47K 0.25% 61
2025
Q3 		$1.57M Buy
30,028
+503
+2% +$26K 0.27% 57
2025
Q2 		$1.48M Buy
29,525
+3,240
+12% +$156K 0.26% 58
2025
Q1 		$1.3M Buy
26,285
+50
+0.2% +$2.55K 0.26% 57
2024
Q4 		$1.34M Buy
26,235
+3,380
+15% +$177K 0.27% 54
2024
Q3 		$1.17M Buy
22,855
+175
+0.8% +$8.55K 0.22% 56
2024
Q2 		$1.06M Buy
22,680
+884
+4% +$41.8K 0.22% 56
2024
Q1 		$1.06M Sell
21,796
-642
-3% -$29.4K 0.25% 57
2023
Q4 		$1.03M Sell
22,438
-3,575
-14% -$150K 0.25% 57
2023
Q3 		$1.07M Sell
26,013
-270
-1% -$11.5K 0.3% 54
2023
Q2 		$1.11M Sell
26,283
-40
-0.2% -$1.62K 0.31% 53
2023
Q1 		$1.08M Buy
26,323
+225
+0.9% +$9.56K 0.35% 48
2022
Q4 		$1.07M Sell
26,098
-815
-3% -$33.7K 0.39% 49
2022
Q3 		$1.01M Sell
26,913
-830
-3% -$34.2K 0.41% 46
2022
Q2 		$1.08M Sell
27,743
-2,651
-9% -$112K 0.43% 43
2022
Q1 		$1.35M Buy
30,394
+2,173
+8% +$95K 0.44% 44
2021
Q4 		$1.25M Buy
28,221
+822
+3% +$35.9K 0.39% 44
2021
Q3 		$1.14M Sell
27,399
-1,191
-4% -$50K 0.4% 44
2021
Q2 		$1.2M Sell
28,590
-2,357
-8% -$99.8K 0.44% 37
2021
Q1 		$1.25M Sell
30,947
-61
-0.2% -$2.32K 0.49% 36
2020
Q4 		$1.08M Sell
31,008
-3,011
-9% -$97.9K 0.52% 35
2020
Q3 		$984K Buy
34,019
+593
+2% +$17.5K 0.47% 37
2020
Q2 		$947K Buy
33,426
+6,475
+24% +$175K 0.48% 33
2020
Q1 		$651K Sell
26,951
-2,164
-7% -$72.8K 0.49% 33
2019
Q4 		$1.11M Sell
29,115
-5,434
-16% -$201K 0.68% 27
2019
Q3 		$1.25M Buy
34,549
+546
+2% +$19.5K 0.83% 26
2019
Q2 		$1.23M Sell
34,003
-964
-3% -$34.6K 0.84% 26
2019
Q1 		$1.25M Buy
+34,967
New +$1.22M 0.91% 24

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

Opes Wealth Management's DON Position: Q1 2026 in Review

Opes Wealth Management increased its WisdomTree US MidCap Dividend Fund (DON) stake by 5% in Q1 2026, buying an estimated $81.6K and bringing the position to 31,686 shares worth $1.66M. The position accounts for 0.27% of the portfolio, ranked #54.

Opes Wealth Management first reported a position in DON in Q1 2019 and has held it in 29 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Opes Wealth Management held 31,686 shares of WisdomTree US MidCap Dividend Fund worth $1.66M as of Q1 2026.
  • Opes Wealth Management bought 1,513 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $81.6K.
  • WisdomTree US MidCap Dividend Fund made up 0.27% of Opes Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Opes Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2019 and has held it in 29 quarters since.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.