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

Appleton 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 		$246K Hold
4,689
– – 0.02% 243
2025
Q4 		$242K Hold
4,689
– – 0.02% 244
2025
Q3 		$245K Buy
+4,689
New +$243K 0.02% 238

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

Appleton Partners's DON Position: Q1 2026 in Review

Appleton Partners held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q1 2026 at 4,689 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #243.

Appleton Partners first reported a position in DON in Q3 2025 and has held it in 3 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Appleton Partners held 4,689 shares of WisdomTree US MidCap Dividend Fund worth $246K as of Q1 2026.
  • Appleton Partners left its WisdomTree US MidCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.02% of Appleton Partners's portfolio in Q1 2026, its #243 holding.
  • Appleton Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2025 and has held it in 3 quarters since.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Appleton Partners's 13F filing for Q1 2026, filed 28 Apr 2026.