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BankPlus Trust Department’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

BankPlus Trust Department’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
Q1 		$176K Sell
3,348
-186
-5% -$10K 0.05% 189
2025
Q4 		$182K Hold
3,534
– – 0.05% 183
2025
Q3 		$185K Hold
3,534
– – 0.05% 180
2025
Q2 		$177K Hold
3,534
– – 0.05% 164
2025
Q1 		$175K Sell
3,534
-139
-4% -$7.08K 0.06% 147
2024
Q4 		$187K Buy
+3,673
New +$193K 0.06% 145

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BankPlus Trust Department's DON Position: Q1 2026 in Review

BankPlus Trust Department reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 5.3% in Q1 2026, selling an estimated $10K and leaving 3,348 shares worth $176K. The position accounts for 0.05% of the portfolio, ranked #189.

BankPlus Trust Department first reported a position in DON in Q4 2024 and has held it in 6 quarters since. The position peaked at $187K in Q4 2024. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • BankPlus Trust Department held 3,348 shares of WisdomTree US MidCap Dividend Fund worth $176K as of Q1 2026.
  • BankPlus Trust Department sold 186 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $10K.
  • WisdomTree US MidCap Dividend Fund made up 0.05% of BankPlus Trust Department's portfolio in Q1 2026, its #189 holding.
  • BankPlus Trust Department first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
  • BankPlus Trust Department's WisdomTree US MidCap Dividend Fund position peaked at $187K in Q4 2024.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.