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Alpine Bank Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Alpine Bank 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
2025
Q4 		– Sell
-530
Closed -$27.7K – 219
2025
Q3 		$27.7K Hold
530
– – ﹤0.01% 288
2025
Q2 		$26.6K Hold
530
– – ﹤0.01% 295
2025
Q1 		$26.2K Buy
+530
New +$27K ﹤0.01% 292
2024
Q3 		$27.1K Buy
+530
New +$25.9K ﹤0.01% 332

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alpine Bank Wealth Management's DON Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2025, closing a stake of 530 shares — an estimated $27.7K sold.

Alpine Bank Wealth Management first reported a position in DON in Q3 2024 and held it in 4 quarters. The position peaked at $27.7K in Q3 2025. 455 funds tracked by Wall St. Rank hold DON as of Q4 2025.

  • Alpine Bank Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 530 WisdomTree US MidCap Dividend Fund shares in Q4 2025, an estimated $27.7K.
  • Alpine Bank Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2024 and held it in 4 quarters.
  • Alpine Bank Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $27.7K in Q3 2025.
  • 455 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.