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Snowden Capital Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Snowden Capital Advisors’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 		$1.38M Sell
26,281
-79
-0.3% -$4.26K 0.04% 429
2025
Q4 		$1.36M Sell
26,360
-576
-2% -$29.7K 0.04% 429
2025
Q3 		$1.41M Sell
26,936
-1,882
-7% -$97.5K 0.04% 417
2025
Q2 		$1.44M Sell
28,818
-1,579
-5% -$76.2K 0.04% 405
2025
Q1 		$1.51M Sell
30,397
-1,253
-4% -$63.9K 0.05% 369
2024
Q4 		$1.61M Hold
31,650
– – 0.05% 355
2024
Q3 		$1.62M Sell
31,650
-1,507
-5% -$73.7K 0.05% 375
2024
Q2 		$1.55M Buy
33,157
+147
+0.4% +$6.95K 0.05% 382
2024
Q1 		$1.61M Buy
33,010
+6,540
+25% +$300K 0.05% 374
2023
Q4 		$1.21M Sell
26,470
-481
-2% -$20.2K 0.05% 396
2023
Q3 		$1.1M Sell
26,951
-75,714
-74% -$3.23M 0.05% 392
2023
Q2 		$4.32M Buy
102,665
+431
+0.4% +$17.5K 0.15% 181
2023
Q1 		$4.19M Sell
102,234
-7,877
-7% -$335K 0.16% 160
2022
Q4 		$4.53M Sell
110,111
-5,625
-5% -$233K 0.19% 133
2022
Q3 		$4.36M Sell
115,736
-8,823
-7% -$363K 0.2% 129
2022
Q2 		$4.86M Buy
124,559
+1,374
+1% +$57.9K 0.22% 117
2022
Q1 		$5.47M Buy
123,185
+85,709
+229% +$3.75M 0.22% 117
2021
Q4 		$1.66M Sell
37,476
-4,009
-10% -$175K 0.08% 264
2021
Q3 		$1.72M Buy
41,485
+442
+1% +$18.6K 0.09% 274
2021
Q2 		$1.72M Buy
41,043
+283
+0.7% +$12K 0.09% 284
2021
Q1 		$1.65M Buy
40,760
+1,812
+5% +$68.9K 0.09% 258
2020
Q4 		$1.36M Sell
38,948
-286
-0.7% -$9.3K 0.09% 258
2020
Q3 		$1.13M Buy
39,234
+949
+2% +$28K 0.09% 250
2020
Q2 		$1.08M Buy
38,285
+349
+0.9% +$9.42K 0.09% 251
2020
Q1 		$917K Sell
37,936
-5,355
-12% -$180K 0.1% 253
2019
Q4 		$1.65M Buy
43,291
+264
+0.6% +$9.76K 0.15% 208
2019
Q3 		$1.56M Buy
43,027
+587
+1% +$21K 0.16% 194
2019
Q2 		$1.54M Buy
42,440
+147
+0.3% +$5.28K 0.16% 196
2019
Q1 		$1.51M Buy
42,293
+3,658
+9% +$128K 0.17% 196
2018
Q4 		$1.22M Buy
38,635
+455
+1% +$15.6K 0.16% 210
2018
Q3 		$1.41M Buy
38,180
+3,260
+9% +$120K 0.16% 202
2018
Q2 		$1.25M Buy
34,920
+833
+2% +$29.2K 0.16% 202
2018
Q1 		$1.16M Buy
34,087
+407
+1% +$14.2K 0.17% 189
2017
Q4 		$1.19M Buy
33,680
+452
+1% +$15.5K 0.17% 193
2017
Q3 		$1.11M Buy
33,228
+1,416
+4% +$46.2K 0.18% 180
2017
Q2 		$1.04M Buy
31,812
+1,023
+3% +$33.2K 0.19% 163
2017
Q1 		$1M Buy
30,789
+6,600
+27% +$213K 0.22% 153
2016
Q4 		$761K Buy
24,189
+546
+2% +$16.7K 0.19% 163
2016
Q3 		$716K Buy
23,643
+2,094
+10% +$63.6K 0.19% 160
2016
Q2 		$643K Sell
21,549
-7,923
-27% -$230K 0.19% 159
2016
Q1 		$846K Buy
+29,472
New +$777K 0.29% 130

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

Snowden Capital Advisors's DON Position: Q1 2026 in Review

Snowden Capital Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.3% in Q1 2026, selling an estimated $4.26K and leaving 26,281 shares worth $1.38M. The position accounts for 0.04% of the portfolio, ranked #429.

Snowden Capital Advisors first reported a position in DON in Q1 2016 and has held it in 41 quarters since. The position peaked at $5.47M in Q1 2022. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Snowden Capital Advisors held 26,281 shares of WisdomTree US MidCap Dividend Fund worth $1.38M as of Q1 2026.
  • Snowden Capital Advisors sold 79 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $4.26K.
  • WisdomTree US MidCap Dividend Fund made up 0.04% of Snowden Capital Advisors's portfolio in Q1 2026, its #429 holding.
  • Snowden Capital Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2016 and has held it in 41 quarters since.
  • Snowden Capital Advisors's WisdomTree US MidCap Dividend Fund position peaked at $5.47M in Q1 2022.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.