Wealthspire Advisors (New York)’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
Other funds holding DON
LW
Wealthspire Advisors (New York)'s DON Position: Q1 2026 in Review
Wealthspire Advisors (New York) increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.81% in Q1 2026, buying an estimated $17.9K and bringing the position to 41,307 shares worth $2.17M. The position accounts for 0.02% of the portfolio, ranked #277.
Wealthspire Advisors (New York) first reported a position in DON in Q3 2021 and has held it in 17 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.
- Wealthspire Advisors (New York) held 41,307 shares of WisdomTree US MidCap Dividend Fund worth $2.17M as of Q1 2026.
- Wealthspire Advisors (New York) bought 332 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $17.9K.
- WisdomTree US MidCap Dividend Fund made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #277 holding.
- Wealthspire Advisors (New York) first reported a position in WisdomTree US MidCap Dividend Fund in Q3 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 Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.