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WealthPlan Investment Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

WealthPlan Investment 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 		$649K Buy
12,344
+7,525
+156% +$406K 0.04% 266
2025
Q4 		$249K Buy
+4,819
New +$248K 0.02% 340

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

WealthPlan Investment Management's DON Position: Q1 2026 in Review

WealthPlan Investment Management increased its WisdomTree US MidCap Dividend Fund (DON) stake by 156% in Q1 2026, buying an estimated $406K and bringing the position to 12,344 shares worth $649K. The position accounts for 0.04% of the portfolio, ranked #266.

WealthPlan Investment Management first reported a position in DON in Q4 2025 and has held it in 2 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • WealthPlan Investment Management held 12,344 shares of WisdomTree US MidCap Dividend Fund worth $649K as of Q1 2026.
  • WealthPlan Investment Management bought 7,525 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $406K.
  • WisdomTree US MidCap Dividend Fund made up 0.04% of WealthPlan Investment Management's portfolio in Q1 2026, its #266 holding.
  • WealthPlan Investment Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2025 and has held it in 2 quarters since.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.