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

Sage Capital 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 		$4.52M Buy
79,919
+280
+0.4% +$15.4K 1.76% 13
2026
Q1 		$4.18M Sell
79,639
-420
-0.5% -$22.7K 1.97% 12
2025
Q4 		$4.13M Sell
80,059
-7,536
-9% -$388K 1.91% 13
2025
Q3 		$4.58M Sell
87,595
-4,077
-4% -$211K 2.06% 12
2025
Q2 		$4.59M Sell
91,672
-1,611
-2% -$77.8K 2.21% 12
2025
Q1 		$4.62M Buy
93,283
+192
+0.2% +$9.79K 2.51% 10
2024
Q4 		$4.74M Buy
93,091
+348
+0.4% +$18.3K 2.4% 12
2024
Q3 		$4.74M Buy
92,743
+330
+0.4% +$16.1K 2.28% 11
2024
Q2 		$4.32M Buy
92,413
+989
+1% +$46.7K 2.27% 11
2024
Q1 		$4.46M Buy
91,424
+1,313
+1% +$60.2K 2.42% 10
2023
Q4 		$4.12M Buy
+90,111
New +$3.78M 2.46% 10

Other funds holding DON

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Sage Capital Management's DON Position: Q2 2026 in Review

Sage Capital Management increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.35% in Q2 2026, buying an estimated $15.4K and bringing the position to 79,919 shares worth $4.52M. The position accounts for 1.76% of the portfolio, ranked #13.

Sage Capital Management first reported a position in DON in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.74M in Q4 2024. 154 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Sage Capital Management held 79,919 shares of WisdomTree US MidCap Dividend Fund worth $4.52M as of Q2 2026.
  • Sage Capital Management bought 280 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $15.4K.
  • WisdomTree US MidCap Dividend Fund made up 1.76% of Sage Capital Management's portfolio in Q2 2026, its #13 holding.
  • Sage Capital Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • Sage Capital Management's WisdomTree US MidCap Dividend Fund position peaked at $4.74M in Q4 2024.
  • 154 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.