WealthShield Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-24,707
| Closed | -$1.3M | – | 437 |
|
|
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
WealthShield Partners's DON Position: Q2 2026 in Review
WealthShield Partners sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2026, closing a stake of 24,707 shares — an estimated $1.3M sold.
WealthShield Partners first reported a position in DON in Q4 2017 and held it in 27 quarters. The position peaked at $1.88M in Q4 2021. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.
- WealthShield Partners reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
- WealthShield Partners sold 24,707 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $1.3M.
- WealthShield Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2017 and held it in 27 quarters.
- WealthShield Partners's WisdomTree US MidCap Dividend Fund position peaked at $1.88M in Q4 2021.
- 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.
Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.