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

Quadcap 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	$253K	Sell	4,806 -18	-0.4%	-$971	0.03%	337
2025 Q4	$249K	Buy	4,824 +27	+0.6%	+$1.39K	0.03%	346
2025 Q3	$251K	Buy	4,797 +22	+0.5%	+$1.14K	0.03%	349
2025 Q2	$239K	Buy	4,775 +25	+0.5%	+$1.21K	0.03%	349
2025 Q1	$235K	Buy	4,750 +19	+0.4%	+$968	0.03%	342
2024 Q4	$241K	Buy	4,731 +23	+0.5%	+$1.21K	0.04%	336
2024 Q3	$241K	Buy	4,708 +21	+0.4%	+$1.03K	0.04%	335
2024 Q2	$219K	Buy	4,687 +6	+0.1%	+$284	0.04%	348
2024 Q1	$228K	Buy	4,681 +21	+0.5%	+$963	0.05%	297
2023 Q4	$213K	Buy	+4,660	New	+$195K	0.06%	302

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

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

Quadcap Wealth Management reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.37% in Q1 2026, selling an estimated $971 and leaving 4,806 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #337.

Quadcap Wealth Management first reported a position in DON in Q4 2023 and has held it in 10 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Quadcap Wealth Management held 4,806 shares of WisdomTree US MidCap Dividend Fund worth $253K as of Q1 2026.
Quadcap Wealth Management sold 18 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $971.
WisdomTree US MidCap Dividend Fund made up 0.03% of Quadcap Wealth Management's portfolio in Q1 2026, its #337 holding.
Quadcap Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and has held it in 10 quarters since.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.