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TWC
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
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
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Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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