Sigma Planning Corp’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $272K | Sell |
5,036
-1,244
| -20% | -$71.1K | 0.01% | 1102 |
|
|
2026
Q2 | $355K | Buy |
6,280
+8
| +0.1% | +$441 | 0.01% | 1063 |
|
|
2026
Q1 | $330K | Sell |
6,272
-884
| -12% | -$47.7K | 0.01% | 1021 |
|
|
2025
Q4 | $369K | Buy |
7,156
+20
| +0.3% | +$1.03K | 0.01% | 928 |
|
|
2025
Q3 | $373K | Sell |
7,136
-415
| -5% | -$21.5K | 0.01% | 944 |
|
|
2025
Q2 | $378K | Buy |
7,551
+118
| +2% | +$5.7K | 0.01% | 900 |
|
|
2025
Q1 | $368K | Buy |
7,433
+562
| +8% | +$28.6K | 0.01% | 859 |
|
|
2024
Q4 | $350K | Sell |
6,871
-287
| -4% | -$15.1K | 0.01% | 875 |
|
|
2024
Q3 | $366K | Buy |
7,158
+43
| +0.6% | +$2.1K | 0.01% | 872 |
|
|
2024
Q2 | $333K | Buy |
7,115
+14
| +0.2% | +$662 | 0.01% | 882 |
|
|
2024
Q1 | $346K | Buy |
+7,101
| New | +$326K | 0.01% | 893 |
|
|
2023
Q4 | – | Sell |
-6,314
| Closed | -$259K | – | 926 |
|
|
2023
Q3 | $259K | Sell |
6,314
-1,904
| -23% | -$81.2K | 0.01% | 987 |
|
|
2023
Q2 | $346K | Sell |
8,218
-12,964
| -61% | -$526K | 0.01% | 879 |
|
|
2023
Q1 | $868K | Sell |
21,182
-560
| -3% | -$23.8K | 0.03% | 568 |
|
|
2022
Q4 | $894K | Sell |
21,742
-352
| -2% | -$14.6K | 0.03% | 533 |
|
|
2022
Q3 | $832K | Buy |
22,094
+4,964
| +29% | +$204K | 0.03% | 524 |
|
|
2022
Q2 | $668K | Buy |
17,130
+1,684
| +11% | +$71K | 0.02% | 629 |
|
|
2022
Q1 | $686K | Buy |
15,446
+1,453
| +10% | +$63.5K | 0.02% | 700 |
|
|
2021
Q4 | $621K | Buy |
13,993
+163
| +1% | +$7.11K | 0.02% | 753 |
|
|
2021
Q3 | $573K | Buy |
13,830
+312
| +2% | +$13.1K | 0.02% | 755 |
|
|
2021
Q2 | $567K | Buy |
13,518
+11
| +0.1% | +$466 | 0.02% | 778 |
|
|
2021
Q1 | $546K | Sell |
13,507
-2,045
| -13% | -$77.8K | 0.02% | 735 |
|
|
2020
Q4 | $541K | Buy |
15,552
+952
| +7% | +$31K | 0.02% | 668 |
|
|
2020
Q3 | $422K | Sell |
14,600
-668
| -4% | -$19.7K | 0.02% | 662 |
|
|
2020
Q2 | $433K | Sell |
15,268
-2,411
| -14% | -$65.1K | 0.02% | 639 |
|
|
2020
Q1 | $427K | Sell |
17,679
-2,659
| -13% | -$89.5K | 0.03% | 538 |
|
|
2019
Q4 | $774K | Buy |
20,338
+1,281
| +7% | +$47.4K | 0.03% | 467 |
|
|
2019
Q3 | $692K | Sell |
19,057
-11,199
| -37% | -$400K | 0.03% | 472 |
|
|
2019
Q2 | $1.1M | Buy |
30,256
+5,590
| +23% | +$201K | 0.06% | 329 |
|
|
2019
Q1 | $883K | Buy |
24,666
+11,988
| +95% | +$419K | 0.05% | 347 |
|
|
2018
Q4 | $401K | Sell |
12,678
-555
| -4% | -$19K | 0.03% | 506 |
|
|
2018
Q3 | $488K | Buy |
13,233
+217
| +2% | +$7.99K | 0.03% | 493 |
|
|
2018
Q2 | $466K | Buy |
13,016
+339
| +3% | +$11.9K | 0.03% | 474 |
|
|
2018
Q1 | $433K | Sell |
12,677
-4,156
| -25% | -$145K | 0.03% | 475 |
|
|
2017
Q4 | $594K | Buy |
16,833
+3,318
| +25% | +$114K | 0.05% | 391 |
|
|
2017
Q3 | $450K | Buy |
13,515
+678
| +5% | +$22.1K | 0.04% | 462 |
|
|
2017
Q2 | $418K | Buy |
12,837
+861
| +7% | +$27.9K | 0.04% | 459 |
|
|
2017
Q1 | $389K | Buy |
11,976
+2,664
| +29% | +$85.9K | 0.04% | 477 |
|
|
2016
Q4 | $293K | Buy |
9,312
+411
| +5% | +$12.5K | 0.03% | 532 |
|
|
2016
Q3 | $270K | Buy |
8,901
+1,578
| +22% | +$47.9K | 0.03% | 550 |
|
|
2016
Q2 | $219K | Buy |
7,323
+21
| +0.3% | +$610 | 0.03% | 586 |
|
|
2016
Q1 | $210K | Buy |
+7,302
| New | +$193K | 0.03% | 585 |
|
|
2015
Q3 | – | Sell |
-7,467
| Closed | -$206K | – | 692 |
|
|
2015
Q2 | $206K | Sell |
7,467
-657
| -8% | -$18.7K | 0.03% | 616 |
|
|
2015
Q1 | $233K | Buy |
+8,124
| New | +$230K | 0.03% | 621 |
|
Other funds holding DON
Sigma Planning Corp's DON Position: Q3 2026 in Review
Sigma Planning Corp reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 20% in Q3 2026, selling an estimated $71.1K and leaving 5,036 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #1102.
Sigma Planning Corp first reported a position in DON in Q1 2015 and has held it in 44 quarters since. The position peaked at $1.1M in Q2 2019. 276 funds tracked by Wall St. Rank hold DON as of Q3 2026.
- Sigma Planning Corp held 5,036 shares of WisdomTree US MidCap Dividend Fund worth $272K as of Q3 2026.
- Sigma Planning Corp sold 1,244 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $71.1K.
- WisdomTree US MidCap Dividend Fund made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1102 holding.
- Sigma Planning Corp first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2015 and has held it in 44 quarters since.
- Sigma Planning Corp's WisdomTree US MidCap Dividend Fund position peaked at $1.1M in Q2 2019.
- 276 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.
Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.