Atria Investments’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Atria Investments’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	$5.62M	Sell	99,412 -24,109	-20%	-$1.33M	0.06%	356
2026 Q1	$6.49M	Sell	123,521 -1,260	-1%	-$68K	0.07%	299
2025 Q4	$6.44M	Sell	124,781 -4,807	-4%	-$248K	0.07%	297
2025 Q3	$6.78M	Buy	129,588 +18,255	+16%	+$945K	0.08%	286
2025 Q2	$5.58M	Buy	111,333 +13,144	+13%	+$635K	0.07%	347
2025 Q1	$4.86M	Buy	98,189 +5,531	+6%	+$282K	0.06%	382
2024 Q4	$4.72M	Buy	92,658 +10,140	+12%	+$532K	0.06%	371
2024 Q3	$4.22M	Buy	82,518 +14,577	+21%	+$712K	0.05%	409
2024 Q2	$3.18M	Buy	67,941 +3,766	+6%	+$178K	0.04%	477
2024 Q1	$3.13M	Buy	64,175 +5,361	+9%	+$246K	0.04%	494
2023 Q4	$2.69M	Buy	+58,814	New	+$2.47M	0.04%	488

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

Atria Investments's DON Position: Q2 2026 in Review

Atria Investments reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 20% in Q2 2026, selling an estimated $1.33M and leaving 99,412 shares worth $5.62M. The position accounts for 0.06% of the portfolio, ranked #356.

Atria Investments first reported a position in DON in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.78M in Q3 2025. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Atria Investments held 99,412 shares of WisdomTree US MidCap Dividend Fund worth $5.62M as of Q2 2026.
Atria Investments sold 24,109 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $1.33M.
WisdomTree US MidCap Dividend Fund made up 0.06% of Atria Investments's portfolio in Q2 2026, its #356 holding.
Atria Investments first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
Atria Investments's WisdomTree US MidCap Dividend Fund position peaked at $6.78M in Q3 2025.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.