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WealthShield Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

WealthShield Partners’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 		$1.3M Sell
24,707
-71
-0.3% -$3.83K 0.14% 157
2025
Q4 		$1.28M Buy
24,778
+290
+1% +$14.9K 0.14% 150
2025
Q3 		$1.28M Sell
24,488
-1,435
-6% -$74.3K 0.15% 153
2025
Q2 		$1.3M Sell
25,923
-952
-4% -$46K 0.16% 151
2025
Q1 		$1.33M Buy
26,875
+1,562
+6% +$79.6K 0.17% 138
2024
Q4 		$1.29M Buy
25,313
+4,397
+21% +$231K 0.18% 128
2024
Q3 		$1.07M Buy
20,916
+307
+1% +$15K 0.14% 147
2024
Q2 		$964K Sell
20,609
-802
-4% -$37.9K 0.15% 148
2024
Q1 		$1.04M Sell
21,411
-2,923
-12% -$134K 0.17% 141
2023
Q4 		$1.11M Buy
24,334
+204
+0.8% +$8.56K 0.18% 136
2023
Q3 		$988K Sell
24,130
-952
-4% -$40.6K 0.15% 151
2023
Q2 		$1.05M Buy
25,082
+3,560
+17% +$144K 0.16% 141
2023
Q1 		$882K Buy
+21,522
New +$915K 0.14% 158
2022
Q4 		– Sell
-23,198
Closed -$874K – 294
2022
Q3 		$874K Sell
23,198
-36
-0.2% -$1.48K 0.17% 140
2022
Q2 		$906K Buy
23,234
+287
+1% +$12.1K 0.18% 138
2022
Q1 		$1.02M Sell
22,947
-19,386
-46% -$848K 0.16% 145
2021
Q4 		$1.88M Buy
+42,333
New +$1.85M 0.31% 70
2021
Q3 		– Sell
-2,189
Closed -$92K – 352
2021
Q2 		$92K Hold
2,189
– – 0.01% 373
2021
Q1 		$88K Buy
+2,189
New +$83.3K 0.02% 356
2020
Q1 		– Sell
-5,699
Closed -$217K – 282
2019
Q4 		$217K Buy
5,699
+5
+0.1% +$185 0.11% 169
2019
Q3 		$207K Buy
+5,694
New +$204K 0.11% 162
2019
Q2 		– Sell
-5,300
Closed -$190K – 237
2019
Q1 		$190K Sell
5,300
-149
-3% -$5.2K 0.11% 148
2018
Q4 		$172K Buy
5,449
+4
+0.1% +$137 0.12% 129
2018
Q3 		$201K Buy
5,445
+228
+4% +$8.39K 0.11% 128
2018
Q2 		$187K Hold
5,217
– – 0.11% 119
2018
Q1 		$178K Buy
5,217
+1,632
+46% +$57K 0.11% 124
2017
Q4 		$127K Buy
+3,585
New +$123K 0.08% 134

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

WealthShield Partners's DON Position: Q1 2026 in Review

WealthShield Partners reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.29% in Q1 2026, selling an estimated $3.83K and leaving 24,707 shares worth $1.3M. The position accounts for 0.14% of the portfolio, ranked #157.

WealthShield Partners first reported a position in DON in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.88M in Q4 2021. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • WealthShield Partners held 24,707 shares of WisdomTree US MidCap Dividend Fund worth $1.3M as of Q1 2026.
  • WealthShield Partners sold 71 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $3.83K.
  • WisdomTree US MidCap Dividend Fund made up 0.14% of WealthShield Partners's portfolio in Q1 2026, its #157 holding.
  • WealthShield Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2017 and has held it in 27 quarters since.
  • WealthShield Partners's WisdomTree US MidCap Dividend Fund position peaked at $1.88M in Q4 2021.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.