Private Capital's DON Position Overview
Private Capital (via Private Capital Management, LLC) currently holds 86,558 shares of WisdomTree U.S. MidCap Dividend Fund (DON) worth $4.47 M, representing 0.41% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Private Capital has maintained a strategic position in DON, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 14,436 shares. Largest reduction occurred in Q4 2024, reducing 2,937 shares.
Analysis based on 13F filings available since 2013 Q2
Private Capital's WisdomTree US MidCap Dividend Fund (DON) Holding Value Over Time
Track share changes against reported price movement
Quarterly WisdomTree US MidCap Dividend Fund (DON) Trades by Private Capital
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -524 | Reduce 0.60% | 86,558 | $51.60 |
| Q3 2025 | +7,453 | Add 9.36% | 87,082 | $52.30 |
| Q2 2025 | -1,034 | Reduce 1.28% | 79,629 | $50.12 |
| Q1 2025 | +3,632 | Add 4.71% | 80,663 | $49.52 |
| Q4 2024 | -2,937 | Reduce 3.67% | 77,031 | $50.97 |
| Q3 2024 | -2,005 | Reduce 2.45% | 79,968 | $51.13 |
| Q2 2024 | +393 | Add 0.48% | 81,973 | $46.77 |
| Q1 2024 | +3,419 | Add 4.37% | 81,580 | $48.77 |
| Q4 2023 | +1,319 | Add 1.72% | 78,161 | $45.69 |
| Q3 2023 | +3,512 | Add 4.79% | 76,842 | $40.96 |
| Q2 2023 | +14,436 | Add 24.51% | 73,330 | $42.05 |
| Q1 2023 | +11,509 | Add 24.29% | 58,894 | $40.98 |
| Q4 2022 | +829 | Add 1.78% | 47,385 | $41.14 |
| Q3 2022 | +5,652 | Add 13.82% | 46,556 | $37.68 |
| Q2 2022 | +1,658 | Add 4.22% | 40,904 | $38.97 |
| Q1 2022 | +39,246 | New Buy | 39,246 | $44.41 |
Private Capital's WisdomTree US MidCap Dividend Fund Investment FAQs
Private Capital first purchased WisdomTree U.S. MidCap Dividend Fund (DON) in Q1 2022, acquiring 39,246 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital has held WisdomTree U.S. MidCap Dividend Fund (DON) for 16 quarters since Q1 2022.
Private Capital's largest addition to WisdomTree U.S. MidCap Dividend Fund (DON) was in Q1 2022, adding 39,246 shares worth $1.74 M.
According to the latest 13F filing for Q4 2025, Private Capital's firm, Private Capital Management, LLC, owns 86,558 shares of WisdomTree U.S. MidCap Dividend Fund (DON), valued at approximately $4.47 M.
As of the Q4 2025 filing, WisdomTree U.S. MidCap Dividend Fund (DON) represents approximately 0.41% of Private Capital's publicly disclosed stock portfolio, making it one of their key holdings.
Private Capital's peak holding in WisdomTree U.S. MidCap Dividend Fund (DON) was 87,082 shares, as reported at the end of Q3 2025.