Wedbush Securities
DON icon

Wedbush Securities’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Wedbush Securities’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
Q3 		– Sell
-3,703
Closed -$209K – 1334
2026
Q2 		$209K Buy
+3,703
New +$204K 0.01% 1191
2025
Q4 		– Sell
-3,838
Closed -$201K – 1223
2025
Q3 		$201K Buy
+3,838
New +$199K 0.01% 1076
2023
Q2 		– Sell
-5,028
Closed -$206K – 1082
2023
Q1 		$206K Buy
+5,028
New +$214K 0.01% 931

Other funds holding DON

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Linscomb Wealth
Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Marion Wealth Management
Marion Wealth Management Monroeville, Pennsylvania $508M AUM 13.53% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Concord Wealth Partners
Concord Wealth Partners Abingdon, Virginia $860M AUM 17.87% 1-Year Est. Return

Wedbush Securities's DON Position: Q3 2026 in Review

Wedbush Securities sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2026, closing a stake of 3,703 shares — an estimated $209K sold.

Wedbush Securities first reported a position in DON in Q1 2023 and held it in 3 quarters. The position peaked at $209K in Q2 2026. 275 funds tracked by Wall St. Rank hold DON as of Q3 2026.

  • Wedbush Securities reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2026 after selling out during the quarter.
  • Wedbush Securities sold 3,703 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $209K.
  • Wedbush Securities first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2023 and held it in 3 quarters.
  • Wedbush Securities's WisdomTree US MidCap Dividend Fund position peaked at $209K in Q2 2026.
  • 275 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.