DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND

Ownership history in KICKSTAND VENTURES, LLC.  ·  9 quarters on record

This page tracks every 13F SEC filing in which KICKSTAND VENTURES, LLC. reported a position in WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2024 Q1)
Avg. % of fund
0.06%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,012 -472 -10.5% 0.05% $210K $51.84
2025 Q2 REDUCED 4,484 -372 -7.7% 0.05% $225K $49.40
2025 Q1 REDUCED 4,856 -17 -0.3% 0.06% $240K $48.48
2024 Q4 REDUCED 4,873 -277 -5.4% 0.06% $248K $49.64
2024 Q3 UNCHANGED 5,150 0% 0.07% $263K $49.49
2024 Q2 REDUCED 5,150 -42 -0.8% 0.07% $241K $45.01
2024 Q1 REDUCED 5,192 -27 -0.5% 0.07% $253K $46.65
2023 Q4 REDUCED 5,219 -154 -2.9% 0.07% $238K $43.47
2023 Q3 INITIATED 5,373 0.07% $220K
% of Fund (quarterly)    DON price (monthly, adj. close)
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