Atlantic Union Bankshares’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Atlantic Union Bankshares’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 Q2	$10.8M	Sell	191,626 -50,240	-21%	-$2.77M	0.18%	115
2026 Q1	$12.7M	Sell	241,866 -50,276	-17%	-$2.71M	0.24%	90
2025 Q4	$15.1M	Sell	292,142 -48,431	-14%	-$2.5M	0.28%	78
2025 Q3	$17.8M	Sell	340,573 -49,716	-13%	-$2.57M	0.34%	68
2025 Q2	$19.6M	Buy	+390,289	New	+$18.8M	0.45%	57

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atlantic Union Bankshares's DON Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 21% in Q2 2026, selling an estimated $2.77M and leaving 191,626 shares worth $10.8M. The position accounts for 0.18% of the portfolio, ranked #115.

Atlantic Union Bankshares first reported a position in DON in Q2 2025 and has held it in 5 quarters since. The position peaked at $19.6M in Q2 2025. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Atlantic Union Bankshares held 191,626 shares of WisdomTree US MidCap Dividend Fund worth $10.8M as of Q2 2026.
Atlantic Union Bankshares sold 50,240 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $2.77M.
WisdomTree US MidCap Dividend Fund made up 0.18% of Atlantic Union Bankshares's portfolio in Q2 2026, its #115 holding.
Atlantic Union Bankshares first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
Atlantic Union Bankshares's WisdomTree US MidCap Dividend Fund position peaked at $19.6M in Q2 2025.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.