TWC
DON icon

TD Waterhouse Canada’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

TD Waterhouse Canada’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 		$5.64M Buy
99,740
+781
+0.8% +$43K 0.01% 384
2026
Q1 		$5.22M Sell
98,959
-1,066
-1% -$57.5K 0.02% 375
2025
Q4 		$5.15M Sell
100,025
-5,706
-5% -$294K 0.03% 277
2025
Q3 		$5.52M Buy
105,731
+5,961
+6% +$309K 0.04% 260
2025
Q2 		$5.08M Sell
99,770
-2,601
-3% -$126K 0.04% 274
2025
Q1 		$5.08M Buy
102,371
+12,262
+14% +$625K 0.04% 258
2024
Q4 		$4.59M Buy
90,109
+14,100
+19% +$740K 0.04% 273
2024
Q3 		$3.86M Buy
76,009
+287
+0.4% +$14K 0.03% 297
2024
Q2 		$3.51M Buy
75,722
+9,163
+14% +$433K 0.03% 287
2024
Q1 		$3.19M Buy
66,559
+48,766
+274% +$2.24M 0.02% 329
2023
Q4 		$798K Buy
17,793
+1,505
+9% +$63.1K 0.01% 455
2023
Q3 		$656K Buy
16,288
+7,530
+86% +$321K 0.01% 483
2023
Q2 		$370K Buy
8,758
+8,633
+6,906% +$350K ﹤0.01% 579
2023
Q1 		$5.12K Buy
+125
New +$5.31K ﹤0.01% 1365

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TD Waterhouse Canada's DON Position: Q2 2026 in Review

TD Waterhouse Canada increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.79% in Q2 2026, buying an estimated $43K and bringing the position to 99,740 shares worth $5.64M. The position accounts for 0.01% of the portfolio, ranked #384.

TD Waterhouse Canada first reported a position in DON in Q1 2023 and has held it in 14 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • TD Waterhouse Canada held 99,740 shares of WisdomTree US MidCap Dividend Fund worth $5.64M as of Q2 2026.
  • TD Waterhouse Canada bought 781 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $43K.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #384 holding.
  • TD Waterhouse Canada first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.