WWA
DON icon

WCG Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

WCG Wealth 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 		$594K Buy
11,315
+161
+1% +$8.68K 0.02% 439
2025
Q4 		$576K Buy
+11,154
New +$575K 0.02% 430
2022
Q4 		– Sell
-7,690
Closed -$290K – 182
2022
Q3 		$290K Buy
7,690
+2,232
+41% +$91.9K 0.04% 230
2022
Q2 		$213K Buy
+5,458
New +$230K 0.03% 255

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

WCG Wealth Advisors's DON Position: Q1 2026 in Review

WCG Wealth Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 1.4% in Q1 2026, buying an estimated $8.68K and bringing the position to 11,315 shares worth $594K. The position accounts for 0.02% of the portfolio, ranked #439.

WCG Wealth Advisors first reported a position in DON in Q2 2022 and has held it in 4 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • WCG Wealth Advisors held 11,315 shares of WisdomTree US MidCap Dividend Fund worth $594K as of Q1 2026.
  • WCG Wealth Advisors bought 161 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $8.68K.
  • WisdomTree US MidCap Dividend Fund made up 0.02% of WCG Wealth Advisors's portfolio in Q1 2026, its #439 holding.
  • WCG Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2022 and has held it in 4 quarters since.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.