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 Q2	$281K	Buy	4,967 +161	+3%	+$8.87K	0.03%	349
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Quadcap Wealth Management's DON Position: Q2 2026 in Review

Quadcap Wealth Management increased its WisdomTree US MidCap Dividend Fund (DON) stake by 3.3% in Q2 2026, buying an estimated $8.87K and bringing the position to 4,967 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #349.

Quadcap Wealth Management first reported a position in DON in Q4 2023 and has held it in 11 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Quadcap Wealth Management held 4,967 shares of WisdomTree US MidCap Dividend Fund worth $281K as of Q2 2026.
Quadcap Wealth Management bought 161 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $8.87K.
WisdomTree US MidCap Dividend Fund made up 0.03% of Quadcap Wealth Management's portfolio in Q2 2026, its #349 holding.
Quadcap Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.