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Wealthspire Advisors (New York)’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Wealthspire Advisors (New York)’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 		$2.17M Buy
41,307
+332
+0.8% +$17.9K 0.02% 277
2025
Q4 		$2.11M Buy
40,975
+13
+0% +$670 0.02% 286
2025
Q3 		$2.14M Buy
40,962
+400
+1% +$20.7K 0.01% 265
2025
Q2 		$2.03M Buy
40,562
+826
+2% +$39.9K 0.01% 278
2025
Q1 		$1.97M Buy
39,736
+11
+0% +$561 0.01% 278
2024
Q4 		$2.02M Buy
39,725
+415
+1% +$21.8K 0.02% 245
2024
Q3 		$2.01M Buy
39,310
+710
+2% +$34.7K 0.02% 256
2024
Q2 		$1.81M Hold
38,600
– – 0.02% 219
2024
Q1 		$1.88M Hold
38,600
– – 0.03% 210
2023
Q4 		$1.76M Sell
38,600
-11
-0% -$461 0.03% 213
2023
Q3 		$1.58M Buy
38,611
+11
+0% +$469 0.03% 200
2023
Q2 		$1.62M Hold
38,600
– – 0.03% 172
2023
Q1 		$1.58M Sell
38,600
-307
-0.8% -$13K 0.03% 176
2022
Q4 		$1.6M Hold
38,907
– – 0.03% 184
2022
Q3 		$1.47M Buy
38,907
+307
+0.8% +$12.6K 0.03% 179
2022
Q2 		$1.5M Buy
+38,600
New +$1.63M 0.03% 167
2021
Q4 		– Sell
-37,850
Closed -$1.57M – 561
2021
Q3 		$1.57M Buy
+37,850
New +$1.59M 0.03% 191

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

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.