Bank of New Hampshire’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Bank of New Hampshire’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 Q4	–	Sell	-30	Closed	-$1.57K	–	464
2025 Q3	$1.57K	Hold	30	–	–	﹤0.01%	449
2025 Q2	$1.5K	Hold	30	–	–	﹤0.01%	454
2025 Q1	$1.49K	Hold	30	–	–	﹤0.01%	442
2024 Q4	$1.53K	Hold	30	–	–	﹤0.01%	443
2024 Q3	$1.53K	Hold	30	–	–	﹤0.01%	445
2024 Q2	$1.4K	Hold	30	–	–	﹤0.01%	469
2024 Q1	$1.46K	Hold	30	–	–	﹤0.01%	468
2023 Q4	$1.37K	Hold	30	–	–	﹤0.01%	463
2023 Q3	$1.23K	Hold	30	–	–	﹤0.01%	463
2023 Q2	$1.26K	Hold	30	–	–	﹤0.01%	479
2023 Q1	$1.23K	Hold	30	–	–	﹤0.01%	480
2022 Q4	$1K	Hold	30	–	–	﹤0.01%	492
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	507
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	506
2022 Q1	$1K	Buy	+30	New	+$1.31K	﹤0.01%	517

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New Hampshire's DON Position: Q4 2025 in Review

Bank of New Hampshire sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2025, closing a stake of 30 shares — an estimated $1.57K sold.

Bank of New Hampshire first reported a position in DON in Q1 2022 and held it in 15 quarters. The position peaked at $1.57K in Q3 2025. 455 funds tracked by Wall St. Rank hold DON as of Q4 2025.

Bank of New Hampshire reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
Bank of New Hampshire sold 30 WisdomTree US MidCap Dividend Fund shares in Q4 2025, an estimated $1.57K.
Bank of New Hampshire first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2022 and held it in 15 quarters.
Bank of New Hampshire's WisdomTree US MidCap Dividend Fund position peaked at $1.57K in Q3 2025.
455 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2025.

Based on Bank of New Hampshire's 13F filing for Q4 2025, filed 16 Mar 2026.