Bangor Savings Bank’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Bangor Savings Bank’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
2025 Q3	–	Sell	-69	Closed	-$3.46K	–	548
2025 Q2	$3.46K	Buy	+69	New	+$3.33K	﹤0.01%	486
2015 Q2	–	Sell	-12,300	Closed	-$353K	–	148
2015 Q1	$353K	Hold	12,300	–	–	0.08%	116
2014 Q4	$343K	Hold	12,300	–	–	0.09%	120
2014 Q3	$321K	Hold	12,300	–	–	0.09%	118
2014 Q2	$335K	Hold	12,300	–	–	0.09%	118
2014 Q1	$316K	Hold	12,300	–	–	0.09%	97
2013 Q4	$306K	Buy	+12,300	New	+$297K	0.09%	122

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Bangor Savings Bank's DON Position: Q3 2025 in Review

Bangor Savings Bank sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2025, closing a stake of 69 shares — an estimated $3.46K sold.

Bangor Savings Bank first reported a position in DON in Q4 2013 and held it in 7 quarters. The position peaked at $353K in Q1 2015. 431 funds tracked by Wall St. Rank hold DON as of Q3 2025.

Bangor Savings Bank reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
Bangor Savings Bank sold 69 WisdomTree US MidCap Dividend Fund shares in Q3 2025, an estimated $3.46K.
Bangor Savings Bank first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2013 and held it in 7 quarters.
Bangor Savings Bank's WisdomTree US MidCap Dividend Fund position peaked at $353K in Q1 2015.
431 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2025.

Based on Bangor Savings Bank's 13F filing for Q3 2025, filed 27 Oct 2025.