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

Viewpoint 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 Q1	$134K	Hold	2,550	–	–	0.06%	107
2025 Q4	$132K	Hold	2,550	–	–	0.06%	110
2025 Q3	$133K	Hold	2,550	–	–	0.06%	112
2025 Q2	$128K	Hold	2,550	–	–	0.06%	107
2025 Q1	$126K	Hold	2,550	–	–	0.07%	112
2024 Q4	$130K	Hold	2,550	–	–	0.07%	109
2024 Q3	$130K	Hold	2,550	–	–	0.07%	109
2024 Q2	$119K	Hold	2,550	–	–	0.07%	108
2024 Q1	$124K	Hold	2,550	–	–	0.08%	108
2023 Q4	$117K	Hold	2,550	–	–	0.08%	103
2023 Q3	$104K	Hold	2,550	–	–	0.08%	97
2023 Q2	$107K	Hold	2,550	–	–	0.08%	97
2023 Q1	$104K	Hold	2,550	–	–	0.09%	88
2022 Q4	$105K	Buy	+2,550	New	+$105K	0.1%	86
2022 Q3	–	Sell	-2,550	Closed	-$99K	–	112
2022 Q2	$99K	Hold	2,550	–	–	0.09%	91
2022 Q1	$113K	Hold	2,550	–	–	0.09%	94
2021 Q4	$113K	Buy	+2,550	New	+$111K	0.08%	99

Other funds holding DON

Bank of America 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 $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 $432B 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 $530B AUM 22.01% 1-Year Est. Return

Viewpoint Capital Management's DON Position: Q1 2026 in Review

Viewpoint Capital Management held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q1 2026 at 2,550 shares worth $134K. The position accounts for 0.06% of the portfolio, ranked #107.

Viewpoint Capital Management first reported a position in DON in Q4 2021 and has held it in 17 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Viewpoint Capital Management held 2,550 shares of WisdomTree US MidCap Dividend Fund worth $134K as of Q1 2026.
Viewpoint Capital Management left its WisdomTree US MidCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US MidCap Dividend Fund made up 0.06% of Viewpoint Capital Management's portfolio in Q1 2026, its #107 holding.
Viewpoint Capital Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and has held it in 17 quarters since.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.