WWM
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Western Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Western Wealth Management’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 		$712K Buy
13,548
+4,114
+44% +$222K 0.03% 548
2025
Q4 		$487K Buy
9,434
+203
+2% +$10.5K 0.02% 522
2025
Q3 		$483K Buy
9,231
+173
+2% +$8.96K 0.03% 450
2025
Q2 		$454K Sell
9,058
-392
-4% -$18.9K 0.03% 436
2025
Q1 		$468K Buy
9,450
+283
+3% +$14.4K 0.03% 413
2024
Q4 		$467K Sell
9,167
-21,478
-70% -$1.13M 0.03% 397
2024
Q3 		$1.57M Buy
30,645
+20,505
+202% +$1M 0.09% 228
2024
Q2 		$474K Buy
10,140
+140
+1% +$6.62K 0.04% 383
2024
Q1 		$488K Sell
10,000
-30
-0.3% -$1.38K 0.04% 370
2023
Q4 		$458K Sell
10,030
-35
-0.3% -$1.47K 0.03% 442
2023
Q3 		$412K Buy
10,065
+425
+4% +$18.1K 0.03% 431
2023
Q2 		$405K Sell
9,640
-1,314
-12% -$53.3K 0.03% 431
2023
Q1 		$449K Sell
10,954
-2,556
-19% -$109K 0.04% 396
2022
Q4 		$556K Sell
13,510
-9,403
-41% -$389K 0.06% 322
2022
Q3 		$862K Buy
22,913
+6,010
+36% +$247K 0.05% 340
2022
Q2 		$661K Sell
16,903
-2,429
-13% -$102K 0.04% 398
2022
Q1 		$858K Buy
19,332
+9,365
+94% +$410K 0.04% 371
2021
Q4 		$442K Buy
+9,967
New +$435K 0.04% 356
2021
Q2 		$551K Sell
13,071
-473
-3% -$20K 0.06% 335
2021
Q1 		$547K Sell
13,544
-2,671
-16% -$102K 0.07% 263
2020
Q4 		$564K Buy
16,215
+1,602
+11% +$52.1K 0.08% 232
2020
Q3 		$423K Sell
14,613
-866
-6% -$25.5K 0.07% 270
2020
Q2 		$440K Buy
15,479
+2,666
+21% +$72K 0.08% 248
2020
Q1 		$310K Buy
12,813
+1,364
+12% +$45.9K 0.07% 264
2019
Q4 		$436K Buy
11,449
+301
+3% +$11.1K 0.07% 251
2019
Q3 		$406K Buy
11,148
+144
+1% +$5.15K 0.08% 241
2019
Q2 		$400K Sell
11,004
-997
-8% -$35.8K 0.05% 258
2019
Q1 		$432K Buy
12,001
+642
+6% +$22.4K 0.1% 226
2018
Q4 		$360K Buy
+11,359
New +$390K 0.1% 218

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

Western Wealth Management's DON Position: Q1 2026 in Review

Western Wealth Management increased its WisdomTree US MidCap Dividend Fund (DON) stake by 44% in Q1 2026, buying an estimated $222K and bringing the position to 13,548 shares worth $712K. The position accounts for 0.03% of the portfolio, ranked #548.

Western Wealth Management first reported a position in DON in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.57M in Q3 2024. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Western Wealth Management held 13,548 shares of WisdomTree US MidCap Dividend Fund worth $712K as of Q1 2026.
  • Western Wealth Management bought 4,114 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $222K.
  • WisdomTree US MidCap Dividend Fund made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #548 holding.
  • Western Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $1.57M in Q3 2024.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.