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Ameritas Investment Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Ameritas Investment Partners’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 		$44.9K Sell
855
-230
-21% -$12.4K ﹤0.01% 2145
2025
Q4 		$56K Sell
1,085
-30
-3% -$1.55K ﹤0.01% 2048
2025
Q3 		$58.3K Sell
1,115
-70
-6% -$3.63K ﹤0.01% 2021
2025
Q2 		$59.4K Hold
1,185
– – ﹤0.01% 2076
2025
Q1 		$58.7K Sell
1,185
-60
-5% -$3.06K ﹤0.01% 2018
2024
Q4 		$63.5K Sell
1,245
-65
-5% -$3.41K ﹤0.01% 2043
2024
Q3 		$67K Sell
1,310
-30
-2% -$1.47K ﹤0.01% 2023
2024
Q2 		$62.7K Sell
1,340
-35
-3% -$1.65K ﹤0.01% 2013
2024
Q1 		$67.1K Sell
1,375
-310
-18% -$14.2K ﹤0.01% 1979
2023
Q4 		$77K Sell
1,685
-65
-4% -$2.73K ﹤0.01% 1912
2023
Q3 		$71.7K Sell
1,750
-200
-10% -$8.53K ﹤0.01% 1873
2023
Q2 		$82K Hold
1,950
– – ﹤0.01% 1730
2023
Q1 		$79.9K Buy
1,950
+5
+0.3% +$213 ﹤0.01% 1682
2022
Q4 		$80K Sell
1,945
-325
-14% -$13.4K ﹤0.01% 1747
2022
Q3 		$85K Sell
2,270
-55
-2% -$2.26K ﹤0.01% 1614
2022
Q2 		$90K Sell
2,325
-100
-4% -$4.22K ﹤0.01% 1588
2022
Q1 		$107K Sell
2,425
-215
-8% -$9.4K ﹤0.01% 1608
2021
Q4 		$117K Sell
2,640
-45
-2% -$1.96K ﹤0.01% 1585
2021
Q3 		$111K Sell
2,685
-145
-5% -$6.09K ﹤0.01% 1618
2021
Q2 		$118K Hold
2,830
– – ﹤0.01% 1619
2021
Q1 		$114K Sell
2,830
-480
-15% -$18.3K ﹤0.01% 1589
2020
Q4 		$115K Sell
3,310
-172
-5% -$5.59K 0.01% 1499
2020
Q3 		$100K Buy
3,482
+1
+0% +$29 ﹤0.01% 1420
2020
Q2 		$98K Buy
3,481
+1
+0% +$27 ﹤0.01% 1423
2020
Q1 		$84K Sell
3,480
-94
-3% -$3.16K ﹤0.01% 1368
2019
Q4 		$135K Buy
3,574
+2
+0.1% +$74 0.01% 1327
2019
Q3 		$129K Buy
3,572
+1
+0% +$36 0.01% 1315
2019
Q2 		$129K Sell
3,571
-164
-4% -$5.89K 0.01% 1330
2019
Q1 		$133K Buy
3,735
+86
+2% +$3K 0.01% 1287
2018
Q4 		$115K Sell
3,649
-139
-4% -$4.77K 0.01% 1283
2018
Q3 		$139K Buy
3,788
+1
+0% +$37 0.01% 1329
2018
Q2 		$135K Buy
3,787
+1
+0% +$35 0.01% 1325
2018
Q1 		$129K Sell
3,786
-95
-2% -$3.32K 0.01% 1330
2017
Q4 		$84K Buy
3,881
+2
+0.1% +$68 ﹤0.01% 1598
2017
Q3 		$129K Hold
3,879
– – 0.01% 1302
2017
Q2 		$126K Hold
3,879
– – 0.01% 1324
2017
Q1 		$126K Buy
3,879
+3
+0.1% +$97 0.01% 1295
2016
Q4 		$121K Buy
3,876
+636
+20% +$19.4K 0.01% 1070
2016
Q3 		$98K Buy
3,240
+600
+23% +$18.2K 0.01% 1065
2016
Q2 		$78K Buy
2,640
+90
+4% +$2.61K 0.01% 1013
2016
Q1 		$73K Hold
2,550
– – ﹤0.01% 1005
2015
Q4 		$68K Hold
2,550
– – ﹤0.01% 1003
2015
Q3 		$66K Sell
2,550
-3,945
-61% -$107K ﹤0.01% 991
2015
Q2 		$178K Hold
6,495
– – 0.01% 983
2015
Q1 		$186K Sell
6,495
-2,295
-26% -$65K 0.01% 1013
2014
Q4 		$245K Buy
8,790
+300
+4% +$8.12K 0.02% 906
2014
Q3 		$222K Buy
+8,490
New +$228K 0.02% 923

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

Ameritas Investment Partners's DON Position: Q1 2026 in Review

Ameritas Investment Partners reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 21% in Q1 2026, selling an estimated $12.4K and leaving 855 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Ameritas Investment Partners first reported a position in DON in Q3 2014 and has held it in 47 quarters since. The position peaked at $245K in Q4 2014. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Ameritas Investment Partners held 855 shares of WisdomTree US MidCap Dividend Fund worth $44.9K as of Q1 2026.
  • Ameritas Investment Partners sold 230 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $12.4K.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2145 holding.
  • Ameritas Investment Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2014 and has held it in 47 quarters since.
  • Ameritas Investment Partners's WisdomTree US MidCap Dividend Fund position peaked at $245K in Q4 2014.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.