Badgley Phelps Wealth Managers’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Badgley Phelps Wealth Managers’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	$216K	Hold	3,816	–	–	﹤0.01%	323
2026 Q1	$200K	Buy	+3,816	New	+$206K	﹤0.01%	324
2025 Q4	–	Sell	-4,464	Closed	-$233K	–	331
2025 Q3	$233K	Hold	4,464	–	–	﹤0.01%	281
2025 Q2	$224K	Hold	4,464	–	–	0.01%	281
2025 Q1	$221K	Buy	+4,464	New	+$228K	0.01%	282

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

Badgley Phelps Wealth Managers's DON Position: Q2 2026 in Review

Badgley Phelps Wealth Managers held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 3,816 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Badgley Phelps Wealth Managers first reported a position in DON in Q1 2025 and has held it in 5 quarters since. The position peaked at $233K in Q3 2025. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Badgley Phelps Wealth Managers held 3,816 shares of WisdomTree US MidCap Dividend Fund worth $216K as of Q2 2026.
Badgley Phelps Wealth Managers left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #323 holding.
Badgley Phelps Wealth Managers first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2025 and has held it in 5 quarters since.
Badgley Phelps Wealth Managers's WisdomTree US MidCap Dividend Fund position peaked at $233K in Q3 2025.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.