Triumph Capital Management
DON icon

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

Triumph 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
Q3 		$13.1K Hold
242
– – ﹤0.01% 1119
2026
Q2 		$13.7K Buy
242
+5
+2% +$275 ﹤0.01% 1065
2026
Q1 		$12.5K Sell
237
-6
-2% -$324 ﹤0.01% 1038
2025
Q4 		$12.5K Buy
+243
New +$12.5K ﹤0.01% 1007

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Triumph Capital Management's DON Position: Q3 2026 in Review

Triumph Capital Management held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q3 2026 at 242 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Triumph Capital Management first reported a position in DON in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.7K in Q2 2026. 290 funds tracked by Wall St. Rank hold DON as of Q3 2026.

  • Triumph Capital Management held 242 shares of WisdomTree US MidCap Dividend Fund worth $13.1K as of Q3 2026.
  • Triumph Capital Management left its WisdomTree US MidCap Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1119 holding.
  • Triumph Capital Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's WisdomTree US MidCap Dividend Fund position peaked at $13.7K in Q2 2026.
  • 290 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.