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White Pine Investment Company’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

White Pine Investment Company’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
Q2 		$10M Buy
177,549
+2,145
+1% +$118K 2.14% 17
2026
Q1 		$9.22M Buy
175,404
+2,066
+1% +$111K 2.14% 17
2025
Q4 		$8.94M Buy
173,338
+3,820
+2% +$197K 2.11% 19
2025
Q3 		$8.87M Buy
169,518
+3,969
+2% +$206K 2.1% 18
2025
Q2 		$8.3M Sell
165,549
-2,413
-1% -$117K 2.07% 20
2025
Q1 		$8.32M Buy
167,962
+4,564
+3% +$233K 2.24% 16
2024
Q4 		$8.33M Buy
163,398
+29,626
+22% +$1.55M 2.25% 18
2024
Q3 		$6.84M Buy
133,772
+32,776
+32% +$1.6M 1.88% 19
2024
Q2 		$4.72M Sell
100,996
-2,345
-2% -$111K 1.39% 33
2024
Q1 		$5.04M Sell
103,341
-15,478
-13% -$710K 1.49% 28
2023
Q4 		$5.43M Sell
118,819
-1,002
-0.8% -$42K 1.75% 24
2023
Q3 		$4.91M Buy
119,821
+2,316
+2% +$98.7K 1.73% 24
2023
Q2 		$4.94M Buy
117,505
+4,554
+4% +$185K 1.7% 24
2023
Q1 		$4.63M Buy
112,951
+3,590
+3% +$153K 1.66% 25
2022
Q4 		$4.5M Sell
109,361
-2,924
-3% -$121K 1.71% 26
2022
Q3 		$4.23M Sell
112,285
-4,774
-4% -$197K 1.75% 25
2022
Q2 		$4.56M Sell
117,059
-897
-0.8% -$37.8K 1.8% 23
2022
Q1 		$5.24M Buy
117,956
+1,843
+2% +$80.6K 1.78% 24
2021
Q4 		$5.15M Buy
116,113
+3,460
+3% +$151K 1.71% 27
2021
Q3 		$4.67M Sell
112,653
-1,152
-1% -$48.4K 1.63% 28
2021
Q2 		$4.77M Buy
113,805
+4,859
+4% +$206K 1.64% 27
2021
Q1 		$4.4M Buy
108,946
+11,364
+12% +$432K 1.64% 27
2020
Q4 		$3.4M Buy
97,582
+61,519
+171% +$2M 1.38% 29
2020
Q3 		$1.04M Buy
36,063
+3,445
+11% +$102K 0.48% 40
2020
Q2 		$924K Sell
32,618
-6,062
-16% -$164K 0.46% 39
2020
Q1 		$935K Buy
38,680
+226
+0.6% +$7.61K 0.54% 39
2019
Q4 		$1.46M Buy
38,454
+6,487
+20% +$240K 0.6% 42
2019
Q3 		$1.16M Buy
31,967
+5,380
+20% +$192K 0.53% 41
2019
Q2 		$962K Buy
26,587
+4,407
+20% +$158K 0.45% 42
2019
Q1 		$794K Buy
+22,180
New +$775K 0.4% 42

Other funds holding DON

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

White Pine Investment Company's DON Position: Q2 2026 in Review

White Pine Investment Company increased its WisdomTree US MidCap Dividend Fund (DON) stake by 1.2% in Q2 2026, buying an estimated $118K and bringing the position to 177,549 shares worth $10M. The position accounts for 2.14% of the portfolio, ranked #17.

White Pine Investment Company first reported a position in DON in Q1 2019 and has held it in 30 quarters since. 258 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • White Pine Investment Company held 177,549 shares of WisdomTree US MidCap Dividend Fund worth $10M as of Q2 2026.
  • White Pine Investment Company bought 2,145 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $118K.
  • WisdomTree US MidCap Dividend Fund made up 2.14% of White Pine Investment Company's portfolio in Q2 2026, its #17 holding.
  • White Pine Investment Company first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2019 and has held it in 30 quarters since.
  • 258 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on White Pine Investment Company's 13F filing for Q2 2026, filed 20 Jul 2026.